CPA Wealth Advisor Survey

Early results show double-digit growth.
By CPA Trendlines Research

The Financial Awareness Foundation has teamed up with HB Publishing & Marketing Company, LLC and other financial associations to gauge the sentiment of independent financial planning and wealth advisory firms after the first two years of the Trump Presidency.

Here’s the link:

SnapStat: The Tech Clients Want Today

Integrated business applications tops list. New research from SMB Group shows small- and medium-sized businesses are investing most heavily in integrated business applications, followed by cloud solutions, and social media. What are accountants investing in? Join the survey. Get the results