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Summary: At first blush, accountants and financial advisors appear to make strange bedfellows. The former are often perceived to be more analytical and the latter, more entrepreneurial. These perceptions aside, many medium to large accounting firms have taken steps to establish or greatly expand their financial services practices.
 While the financial advisor and accountant might seem like a bit of an “Odd Couple” at the outset, as long as the CPA firm understands that the wealth management unit cannot be run like an accounting firm and vice-a-versa, there are significant synergies to be had."Mindy Diamond, President & CEO, Diamond Consultants. |
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