Results for "certified public accountants (CPAs)"

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Coexisting with a CPA parent a challenge for advisers

October 24, 2010

Adding an in-house wealth management unit to a CPA practice sounds like a reasonable idea, in theory. In practice, however, certified public accountants and traditional financial advisers can be like oil and water. And the CPAs don't always...

DOL probes Geller for ERISA violations

February 7, 2010

The Labor Department is investigating Geller Group LLC, a retirement plan administrator and registered investment adviser, for failing to disclose alleged ties to an accounting firm it recommended as an auditor and for other possible violations,...

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