

Elliott Davis helped a law firm founder preserve her legacy while building a succession plan through strategic assessments, ownership pathways, and operational transformation.


The SEC has finalized a rule updating its EDGAR system with Edgar Next. All users and filing agents must enroll by September 12, 2025, to avoid disruptions.


Discover how Elliott Davis helped a $20B wealth management firm streamline operations by replacing fragmented service providers with a single, responsive team, delivering integrated solutions, clear communication, and lasting strategic value.


In this episode, Dr. Drew Brannon sits down with Dr. Nathaniel Thom, Director of the Neuroscience Program at Wheaton College, to explore the powerful connection between mind and body.


Discover what fintechs need to know about BaaS compliance, regulatory obligations, and operational readiness. Learn how to evaluate fintech bank partnerships and manage fintech regulatory compliance with the right API integration and customer experience strategies.


Discover the top 5 challenges slowing down the financial close process and how to fix them. Learn practical strategies to improve speed, accuracy, and visibility in month-end reporting.


Discover how Elliott Davis helped a high-net-worth family prepare their heirs to lead by integrating their business, brokerage account, and real estate into a tax-efficient estate plan that reduced estate taxes by $2 million and empowered the next generation with financial education and leadership skills.


In Part 2 of their conversation on psychological safety, Drs. Drew Brannon and Cory Shaffer move from definition to application.


A surge in ATM jackpotting attacks across North Carolina has prompted urgent security alerts from the NCBA. Learn how financial institutions can defend against this fast-moving threat with expert insights, audit strategies, and actionable safeguards.