Category: Blog
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The Role of Behavioral Finance in Modern Consulting
Traditional finance assumes people make rational choices — but in reality, emotions, biases, and habits often drive decisions. Behavioral finance explores these patterns, and…
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Serving Gen Z Clients: What Consultants Need to Know
Generation Z — born between the mid-1990s and early 2010s — is entering the financial landscape with a unique mindset shaped by technology, social…
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Financial Recovery After Divorce or Major Life Events
Life events like divorce, job loss, or the death of a loved one can leave individuals emotionally shaken — and financially vulnerable. As a…
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Working with Immigrants on Cross-Border Finance
Immigrants face unique financial challenges that span currencies, tax systems, and legal structures. Whether they’re newcomers building a life or long-time residents managing assets…
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Serving Family-Owned Businesses with Succession Planning
Family-owned businesses are the backbone of many economies, but only a fraction successfully pass from one generation to the next. Succession planning is often…