The wealth management business as we currently know it is far less mature than the CPA or legal professions. After all, the Certified Financial Planner certification was only born in 1972 and the ...

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.

Here we sit, many months into the COVID-19 pandemic, and there are two facts: Some firms have grown their wealth management business, and some firms have staggered or not grown their wealth management ...

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 ...

Wealth management platform provider Dynasty Financial Partners and private equity firm Method Holdings have announced a partnership that will offer a platform of services for wealth management ...

Maria Barone is a senior client associate in the Garden City private client banking office of Signature Bank. The veteran banker, who has spent nearly two decades in the financial services industry, ...

High-income individuals and families prefer multi-family offices over various private wealth industry professionals (Exhibit 1). This preference increases as their level of affluence rises. The goal ...

Helping accountancy firms navigate wealth management opportunities while safeguarding client trust, balancing innovation with ...

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 ...