A Wealth of Opportunity  

Oleh:

Altfest, Lewis J. ; Primoff, Walter M.

Jenis: Article from Bulletin/Magazine
Dalam koleksi: Journal of Accountancy vol. 213 no. 4 (Apr. 2012), page 22-26.
Topik: Wealth Management; CPAs; Financial Planning; Certification; Investment Advisors

Ketersediaan

Perpustakaan Pusat (Semanggi) Nomor Panggil: JJ85.32 Non-tandon: 1 (dapat dipinjam: 0) Tandon: tidak ada

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Much has been written in recent years about wealth management services that call for practitioners, including CPAs, to have personal financial planning (PFP) certification and to come under investment-adviser or other regulations. Much less attention has been paid to PFP services that don't require specialization or additional licensing. One of these services is helping clients assemble and oversee wealth management teams. In addition to CPAs, these teams consist of attorneys, investment advisers, pension actuaries, insurance experts and others. CPAs also can offer important accounting and tax services to wealth management teams. While some clients know how to choose and monitor a wealth management team fitting their needs, most do not have the expertise or time to adequately vet the array of professionals needed. CPAs are well positioned to help clients pick the right advisers and, perhaps more important, to avoid the wrong ones. A CPA can serve as an independent adviser whom clients pay on a fee-for-service basis.

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