An impactful shift is underway in the accounting profession, reshaping how firms grow, compete and serve their clients. As traditional mergers lose their appeal and operational pressures intensify, an ...

The certified public accountants with the personal financial specialist credential who pushed to add financial planning to the CPA exam are calling for more of their peers to work in both fields.

The largest single-office CPA firm in California’s Orange County has teamed up with Integrated Partners, a hybrid RIA overseeing more than $12.7 billion in assets, to launch an affiliated wealth ...

Increasingly, accounting firms are establishing wealth management practices. The rationale is often twofold. One reason is to serve their clients better. The other reason is that wealth management ...

For years, many accounting firms have established wealth management practices, and more continue to do so. The aim is, first and foremost, to better serve their clients. Also, the revenues and profits ...

Gary Sancilio (left) and Nick Preddice of The Affinity Group are joining forces with BST & Co. CPAs. ALBANY - BST & Co. CPAs, an accounting and management consulting firm, has formed a new wealth ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min More and more certified public ...

Certified public accountants with the personal financial specialist credential are hailing the "significant milestone" and "monumental addition" of a planning section to the CPA exam. Processing ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min "What we are doing is: every ...

The future of wealth management recruiting isn’t about finding people who look like yesterday’s advisors. It’s about identifying who can grow into tomorrow’s partners.