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Financial Planning
April 1, 2006
Ryan Duey |
The CPA Connection Financial planners and CPAs should work as a team of trustworthy and knowledgeable professionals who genuinely care about serving the best interest of their clients.   |
Financial Planning
June 1, 2009
John J. Bowen Jr. |
Culture Clash To create alliances with CPAs, you first have to understand the way most CPAs perceive most financial advisors and then do what's necessary to show that who you are, and what you offer their clients, is quite different from their expectations. |
Financial Planning
September 1, 2012
Ann Marsh |
John Azodi CPA Profile: Accounting for the Future A CPA teaches other accountants to also become planners. |
Financial Advisor
May 2005
David J. Drucker |
Accounting For CPA Referrals Why are CPAs selling client referrals to financial advisers, and should you be buying? |
Registered Rep.
October 17, 2012
Jerry Gleeson |
The Odd Couple: Advisors and Accountants Mergers between advisors and accountants are often seen as marriages of mutual interest, but don't kid yourself. Industry experts say there's a Mars-and-Venus quality to the partnerships that makes success difficult. |
Financial Planning
February 1, 2011
John J. Bowen, Jr. |
What CPAs Want Almost 82% of wealth managers have told CEG Worldwide that referrals from other professionals, such as CPAs, are a very important source of new clients. |
Financial Planning
March 1, 2006
Marshall Eckblad |
Bookshelf: Making Referral Relationships Pay Making Referral Relationships Pay: A Complete Guide to Revenue-Sharing Partnerships for Financial Advisers and CPAs by Thomas Grady details the more durable strategic alliances between financial planners and CPAs. |
Registered Rep.
March 1, 2008
Anne Field |
The Accountant Down the Hall These days, the Holy Grail for financial advisors is to form an official bond with a reputable accounting firm. Simply cultivating a few CPAs willing to send you the occasional client no longer cuts it. |
Financial Planning
May 1, 2005
Vincent A. Schiavi |
Trust for Sale When financial planners and CPAs work together, the client doesn't always win. |
Investment Advisor
February 2007
Kara Stapleton |
CPA Talent Crunch Accounting firms need to attract & retain CPAs in order to fill an industry gap. |
Financial Planning
January 1, 2005
Kristen French |
A Taxing Situation Legislation to require tax preparer registration is on the table and will affect a number of CFP and RIA professionals. |
Financial Advisor
September 2008
Rebecca Pomering |
Picking A CPA Mate The concept of financial advisors partnering with CPAs is not a new one. But if the strategic fit isn't good and if the partnership has not been forged with deliberate, thoughtful planning, the results won't be merely disappointing, but disastrous. |
Registered Rep.
March 31, 2015
Matt Oechsli |
Upping the Referral Game How do elite financial advisors develop effective referral alliances? |
Bank Systems & Technology
March 11, 2004
Ivan Schneider |
In the Advice Game, Bankers Lag Behind Financial Planners Affluent investors seek out multiple sources of advice. But only 20% turn to banks for advice, and just a handful use bankers as their primary advisors, survey says. |
Registered Rep.
December 7, 2011
Philip Palaveev |
The Say on Pay: Registered Rep.'s 2011 Compensation Survey Financial advisors continue to expand their practices, work with more clients and receive ample compensation for their efforts. |
Financial Advisor
November 2005
David J. Drucker |
Chasing The Wrong Clients? Some think that financial advisors are after the wrong group of wealthy clients. |
Investment Advisor
February 2007
Mark Tibergien |
No Accounting For This Advisory firms affiliated with CPAs are outpacing their peers. |
On Wall Street
July 1, 2013
Todd Colbeck |
Mining Your Professional Network Customize your approach to other types of professionals to increase your chances of getting referrals. |
Financial Advisor
June 2005
David J. Drucker |
The Ethics Of Paying CPAs For Referrals Sure, financial advisors can pay CPAs for referrals, but is it right? |
Registered Rep.
June 1, 2012
Anne Field |
Courting Centers of Influence Getting referrals from COIs requires some strategy. Here's what worked for a few advisors. |
Investment Advisor
October 2008
Mark Tibergien |
The Paradox of the Accountant Advisory practices operating inside of certified public accountant firms are growing but still remain a paradox. |
Inc.
March 2006 |
What to Ask Your Accountant The right tax preparer can make all the difference. Here are four key questions to ask before tax time rolls around. |
Financial Planning
May 1, 2008
John J. Bowen |
The Right Ally Forming strategic alliances with the right professional advisors -- such as CPAs and attorneys -- is one of the best avenues for advisors to acquire additional high-net-worth investors. |
Financial Planning
June 1, 2010
Donna Mitchell |
Buy the Numbers A small group of financial planners is buying up accounting firms. Here's how-and why-they do it. |
Financial Planning
December 1, 2012
Joel Bruckenstein |
Financial Planning 2012 Tech Survey The readers of Financial Planning evaluate the software, hardware, mobile devices and advisory platforms that planners use most. |
Registered Rep.
October 29, 2015
Matt Oechsli |
Financial Advisors Rock This doesn't diminish a CPA's or estate attorney's expertise, but it does provide a clear signal that the affluent perceive today's financial advisor as the quarterback out of all of these financial experts. |
Registered Rep.
April 18, 2012
Diana Britton |
Tiburon's Roame: Less of a Breakaway Trend, More of a `Broken-Away' Trend Whether you agree with him or not, Chip Roame, managing principal of Tiburon Strategic Advisors, is not afraid to tell you exactly how he sees it when it comes to the financial services industry. |
Registered Rep.
April 17, 2012
Diana Britton |
Live From Tiburon: Is a Self-Serve Revolution Upon Us? Chip Roame, managing principal of Tiburon Strategic Advisors, makes the bold prediction that the self-serve channel is booming. |
Investment Advisor
August 2007
Maya Ivanova |
A Victim of Success? A recent survey of registered investment advisors reports that while advisors recognize that marketing is a key component of their business, few devote enough time to this vital activity. |
On Wall Street
November 1, 2010
Michelle Lodge |
Advisors List Their Biggest Challenges Complexity isn't the biggest challenge facing advisors. A whopping 86% said they viewed consumers' lack of trust in the industry as their biggest barrier to a thriving business. |
Financial Planning
April 1, 2005
Paramjit Mahli |
Adviser Pulse With 76 million baby boomers facing retirement, the future for independent financial planners has never looked better. Here are some secrets of independent planners' success. |
Financial Planning
September 1, 2009
Donna Mitchell |
Roame on RIAs Conversations about change in the registered investment advisory space are constant these days, thanks to volatile markets, new products and demographic shifts. What sort of future will these changes create for the industry? |
Financial Advisor
December 2007 |
Letters to the Editor Let's Be Logical... Important Issues... Feeling Betrayed... etc. |
Investment Advisor
July 2006
Jamie Green |
Show Me, Show Them Stuart Zimmerman's constancy of though and consistency of application have propelled him and the companies he's help found to the top of not just the CPAs-turned-planners field, but the RIA marketplace in general in just 12 years of business. Here's an interview. |
Registered Rep.
April 21, 2004
David A. Gaffen |
Separately Managed Accounts in Beantown According to data from Tiburon, 61 percent of fee-only advisors (RIAs) use no-load mutual funds as the chief component of their investment strategy. |
Registered Rep.
July 25, 2014
Anne Field |
Where Are They Now? Occasionally, we go back and see how some of these advisors have fared after receiving our advice. We want to know if it helped and what their plans are for the future. |
Registered Rep.
March 28, 2003
Ross Tucker |
RIAs Lower Fees, Pull In More Clients Poor market conditions and the resulting competitive environment forced Registered Investment Advisors to lower fees in 2002, according to a survey. |
Investment Advisor
July 2010
Ray Sclafani |
The High-Performance Coach: The Five Myths of Professional Networks Why you need professional advocates. |
Financial Advisor
July 2007
Tracey Longo |
The Big Picture Clearing firms stake their future on helping financial advisors' businesses grow. |
Investment Advisor
July 2010
Lewis Schiff |
Succession Planning: Buying and Selling Wealth Management Practices 2010 could be the biggest year ever for mergers and acquisitions in the financial advisory industry, but the players and strategies are different than they were prior to the market turndown. |
Registered Rep.
October 1, 2004
Will Leitch |
Concerns Abound for Industry Growth Profits for brokerage firms dropped 61.2 percent from the second quarter of 2003, from $7.7 billion to $2.98 billion. That's also a staggering 60.7 percent below the first quarter of 2004, which notched $7.6 billion. |
Registered Rep.
October 19, 2011
Diana Britton |
Registered Rep/Wealth Management.com Research: Indies, Insurers Take Lead on Social Media RIAs, independent broker/dealers and insurance companies are taking the lead in social media usage, ahead of wirehouses, regional firms and bank brokerages. |
Registered Rep.
October 24, 2012
Anne Field |
A Tiene Usted Un Plan? A young advisor, originally from Spain, wants to build a business serving international clients living in the U.S., but isn't sure where to begin. We turn to our panel of experts to help him. |
The Motley Fool
January 19, 2010 |
Find the Right Tax Pro Pronto! How to find the best person to help you with your taxes. |
Registered Rep.
May 1, 2008
Anne Field |
Hiring Good Help A panel of experts gives advice on hiring the right new employees to grow your firm. |
Financial Advisor
August 2010
Raymond Fazzi |
Looking To Streamline Now that they've experienced the harsh consequences of poor business management, fee-based advisors are looking to their custodians and broker-dealers for all the help they can get. |
Financial Advisor
March 2012
Bernie Clark |
The Changing RIA Advisors need to start thinking bigger and go beyond their current capabilities. |
Investment Advisor
March 2010
Robert F. Keane |
About the Advisor A short biography of Gerald Wernette, Principal and Director, Retirement Plan Services, Rehmann Financial. |
Registered Rep.
November 1, 2005
Christopher O'Leary |
Going All the Way Across the country, registered rep employees of national broker/dealers daydream of chucking it all and going off on their own. But how far do you go? Which is the best model for keeping the most of what your business generates? |
Financial Planning
May 1, 2005
Paramjit Mahli |
Adviser Pulse Affluent investors need more tax planning advice. |
