Results for "certified public accountants (CPAs)"

Displaying 22 results

Sort: Date | Relevance


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,...

« Previous Page

1 | 2


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.