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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 February 1, 2005 Paramjit Mahli	Adviser Pulse Although the role of certified public accountants (CPAs) has been gradually evolving for two decades, a recent report highlights how CPAs are making a major push into financial planning, as they quickly redefine themselves to meet market demand.
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 May 1, 2005 Vincent A. Schiavi	Trust for Sale When financial planners and CPAs work together, the client doesn't always win.
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.
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 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 Advisor May 2005 David J. Drucker	Accounting For CPA Referrals Why are CPAs selling client referrals to financial advisers, and should you be buying?
Financial Planning September 1, 2007 Rick Kahler	Practice What You Preach Financial planners who want to enhance their financial lives and improve their professional skills could benefit greatly from hiring their own planner. So why don't they?
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.
Financial Planning May 1, 2005 Roccy DeFrancesco	You're the Expert Promoting your technical skills will show prospective high-net-worth clients that you know what you're talking about.
Job Journal August 24, 2003 Julia Hollister	Careers in Finance Explore the world of finance, and you may find an offer you can't refuse
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.
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.
Financial Advisor July 2005	Letters to the Editor A Disservice Was Done... The Future Of Advice... CPA Planners Offer Experience...
Financial Planning May 1, 2005 Paramjit Mahli	Adviser Pulse Affluent investors need more tax planning advice.
The Motley Fool November 27, 2006 Dan Caplinger	Financial Planning Ethics With the increasing complexity of the financial world, it's increasingly important to find professionals you can trust. By choosing a financial planner who is governed by strict ethical principles and guidelines, you can feel more confident that you will get the advice and assistance you deserve.
Investment Advisor June 2007 Steven T. Merkel	Today's Wealth Manager Just like anyone can call themselves a "financial planner," any firm can represent themselves as being "wealth management" caliber. So how can you distinguish yourself among all the competition?
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 March 1, 2008 Elizabeth O'Brien	Your Network of Experts Forging ties across disciplines can improve your client service and give your practice an edge over the competition.
Investment Advisor December 2005 Bob Clark	Clark at Large: Professional Courtesy Can financial planners become professionals? After the first 25 years, the jury's still out.
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.
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.
Financial Advisor December 2007	Letters to the Editor Let's Be Logical... Important Issues... Feeling Betrayed... etc.
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.
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 February 1, 2013 Dave Grant	Start a Mentoring Program To help your youngest team members develop, set them up with mentors. Then consider finding one for yourself.
Investment Advisor April 2010 Melanie Waddell	Gaps, the SEC, and CPAs Kristina Fausti of Fi360 gives her opinion on Senator Herb Kohl's amendment.
Job Journal August 22, 2004 Julia Hollister	Job Numbers Favorable for Financial Careers There are numerous job options for people with a flair for figures -- in accounting, banking, tax preparation, financial planning, and many other areas.
Financial Planning April 1, 2005 Donald Jay Korn	2015: What Will It Take To Survive? Four one-on-one interviews answer the most pressing question regarding a successful future in the financial planning business.
Registered Rep. March 31, 2015 Matt Oechsli	Upping the Referral Game How do elite financial advisors develop effective referral alliances?
Investment Advisor February 2007 Mark Tibergien	No Accounting For This Advisory firms affiliated with CPAs are outpacing their peers.
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 April 1, 2005 Donald Jay Korn	2010: The Skills You'll Need How you communicate will matter more than what you know in the future for financial planners.
The Motley Fool January 19, 2010	Find the Right Tax Pro Pronto! How to find the best person to help you with your taxes.
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 Planning February 1, 2012 Ann Marsh	15 Top Tax Strategies For 2012 There's a one-word theme for the 2012 tax year: uncertainty. Chief among the reasons are the sky-high exemptions on the estate tax, the lifetime gift tax and the generation-skipping tax.
Investment Advisor October 2006 Susan L. Hirshman	Eureka! Acquiring Affluent Clients Through CPAs: Unearthing wealth management opportunities in your financial advisory client's tax return.
Financial Planning January 1, 2005	Movers & Shakers 2005 Who is showing the way in the financial planning profession? Here are nine leaders, as determined by votes from readers, judges, and editors of Financial Planning. Guy Cumbie... Roy Diliberto... Elizabeth Jetton... etc.
Financial Planning July 1, 2008 Donald Jay Korn	You Gotta Have a Plan By itself, a retirement plan sponsored by a small business or a professional practice might be modest, with $1 million or less in assets. By pursuing several plans, though, advisors may discover that "real money" is attainable.
CFO June 1, 2004 Kate O'Sullivan	CPA Ascendant With accounting savvy more important than ever, is the CPA (rather than the MBA) the new must-have credential for finance execs?
Investment Advisor November 2006 James J. Green	On the Frontier Financial planner and investment consultant Percy Bolton says planners should clean up the 401(k) arena.
Financial Advisor August 2012 Roy Diliberto	Labels Matter Financial planning will never be understood if those who practice it don't call themselves financial planners.
Financial Advisor April 2008 David Drucker	Why Aren't We There Yet? When asked about financial planning as a profession, most advisors get introspective with observations like, "I don't know if our industry is a profession yet, but I know I'm a professional." When will financial become a true profession?
Job Journal February 20, 2005 Julia Hollister	Financial Planning: Careers that Pay Dividends Expert financial planners keep their wise clients healthy and wealthy. Includes recommended websites on careers in finance.
Financial Planning June 1, 2012 Bob Veres	Stop Imaginary Planning Our profession's history is a story of mass migration away from, and then back to, what we might call real planning.
Financial Advisor June 2006 David J. Drucker	Lawyers: New Competitors? First it was CPAs; now it's attorneys. Are they really practicing financial planning?
Financial Advisor June 2009 Roy Diliberto	Sharing The Wealth The key to growth and firm longevity is offering ownership opportunities to valuable employees.
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.