What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

Years of Experience is the number of years an individual is registered as an investment advisor only, rather than combined years of experience as either an investment advisor or broker.

Sage North America has released Sage Grant Management, a Web-based grant-receiving product that helps accounting staff at nonprofit and government organizations track grants and provide transparency ...

The largest branch of Atria Wealth Solutions subsidiary Cadaret Grant added a billion-dollar team that left the former Signature Bank a couple of months after its failure. Laura Palacios is a ...

In a recent discussion, the CFO of a mid-sized nonprofit revealed to us a common misconception. Many CFOs retire from corporate to nonprofit roles, expecting it to be easier. To their surprise, it's ...

When the pandemic shut down most of the country in March 2020, California’s Department of Housing and Community Development (HCD) had just started piloting a software-as-a-service (SaaS) grant ...