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BDO adds Quantum Global Advisors

BDO USA is merging in Quantum Global Advisors LLC, a Chicago-based international insurance claim and valuation consulting practice, in a deal that’s expected to close Oct. 16.

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Filling the gaps in a client’s financial plan

Sports fans have heard the adage, “The best offense is a good defense.” I feel the same way about the financial planning process. To be competitive in the ever-changing landscape of professional services, financial planners need to be as holistic ...

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