Clients benefit when CPAs and investment advisors work together. By Martin E. Levine, ChFC, CPA, MBA 4Thought Financial Group, Inc. Even if the client isn’t always right, helping clients understand and make the best financial decisions is … Continued
Conflict of interest is one reason smaller firms shy away from RIAs. The largest CPA firms are by far the leaders in providing investment advisory services, but the rest of the profession does not appear to be following their lead … Continued
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Why you shouldn’t ask, “How are firms getting new clients these days?”
One reason why firms can’t ignore wealthcare. No, not if it can outgrow rudimentary compliance services and seize new opportunities in personal financial planning, says Tony Batman, chairman and CEO of 1st Global, which provides investment management capabilities to CPA … Continued
Many expect to work ’til 70 and never retire, others hope to sell. The nation’s small business owners’ views regarding retirement are radically shifting, with many seeing themselves working 20 years or longer – or never formally retiring at all. … Continued
You can’t do it alone. Too many CPA firms fail to adequately understand the broad range of services required to properly service their high-net-worth personal financial planning clients, according to a longtime leader in the field. “I have long been … Continued
Oft-overlooked by CPAs, these ideas can set you apart as a personal financial adviser. By Al Prentice 1st Global As CPA wealth managers know, the foundation of a holistic financial plan requires tax-optimized planning.
Despite CPAs’ huge advantages, why do they own only one-tenth of 1% of the business? The CPA profession could — if it mobilizes on the opportunity — quickly become the dominant provider of comprehensive high-profit wealth management and financial planning … Continued