1. Dynasty Financial Teams With Private Equity To Incubate CPA Wealth Management
(Matching tags: CPAs)

Consolidation and scale are magic words in the advisory business these days. Wealth management outsourcing firm Dynasty Financial Partners is going an innovative route to scale up fast.

2. Tax Firm's Estate Planning Push Highlights The Value Of Smart Specialization
(Matching tags: CPAs,estate planning)

Tax-focused firms have been moving in fits and starts toward the advisory mainstream for years now. Now it looks like estate planning is in the accountants' sights as well.

3. An Advisor Affiliated With Retirement Income Industry Association And Its Retirement Management Analyst Designation Responds To My Post Saying Designation Proliferation Is A Disaster For Consumers
(Matching tags: profession,RIAs,investment advisors,financial planning,CPAs,CFP Board,NAPFA)

... manufacturers, did not partner with CFPS, CFAs, CIMAs, CPAs, and other established professional designations for financial advisors.   ...

4. Recent SEC Case Proves That Even CPAs Can Lie
(Matching tags: CPAs,sec)

Accountants like to portray themselves as the squeakiest of the clean, motivated by a complete absence of conflicts of interest. That's why a Texas CPA lying to the regulators is news.

5. Accounting-Based Advisory Firms Team Up To Create $3 Billion Giant
(Matching tags: CPAs)

CPA advisors tend to keep a low profile, but a recent merger between two Midwest-based accounting firms reveals that some of these quiet competitors are building up big scale of their own. 

6. TRX Strikes Deal With AICPA Even As CPA-Investment Advisors Remain A Strange Brew
(Matching tags: CPAs,rebalancing)

Total Rebalance Expert (TRX) and the American Institute of CPAs (AICPA) announced an arrangement giving CPA financial advisors a discount  on TRX's rebalancing software.  ...