Summary: In my early years covering the financial planning industry, there was a common stereotype about accountants who also act as planners. It was thought that these CPAs were merely tax practitioners who had been badgered by their clients into learning a little bit more about investments.
 As the financial planning profession migrates toward a more professional fee structure, CPAs are the people most familiar with how that transition could look. Also important: the fiduciary culture is already built into the CPA DNA, due to the ethical standards surrounding their audit work.”Bob Veres, Publisher, Inside Information |
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