Almost half of CPAs indicated that they offer some kind of financial planning services, but a far smaller number have a formally structured practice with their own Registered Investment Advisor or an affiliation with an outside broker/dealer or RIA, according to a new study by Accounting Today, conducted in partnership with Cetera Financial Specialists.
The study is part of “Seeking Success: CPAs in Wealth Management,” an in-depth research and editorial program aimed at identifying the key drivers of success for CPAs who offer wealth management and financial planning services.
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