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How partnerships — particularly those between financial advisors and CPAs — can benefit firms and clients in a time of hypercompetition in the wealth management industry.
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ChatGPT scored terribly on a practice CPA exam, scoring 39% in REG, 46% in AUD, 35% in FAR and 48% in BEC.
May 8 -
Some clients may have to pay the money back if their jobs or salaries change.
June 21 -
The Dallas-based hybrid RIA has more than 100 reps, and, if they follow the chief’s exit, it would be the the No. 1 IBD’s largest loss since 2019.
June 11 -
Anyone can call themselves a wealth advisor these days. Here are credentials that count.
May 4 -
NCCPAP’s Stephen Mankowski shares details from the service on filing date extensions and more.
April 8 -
Christine Kuglin started her journey to pass the test by thinking, 'Today is a good day to become a CPA.'
March 4 -
The agency has 90 days to review files and reach decisions.
September 23 -
Startup Breakaway Bookkeeping & Advising is building a network of finance professionals to act as virtual CFOs for small-business clients.
July 13 -
One of the certifying organizations has taken a Netflix-like approach to advisor education.
June 26
