Personal Financial Planning
A panel of practitioners discuss the steps necessary to create a successful financial planning and tax advisory business. From AICPA.org at...
Personal Financial Planning
Bob Keebler interviews Anna Moody and David O’Neill about the Kestner decision From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/cpeandevents/learning-library/20190625p-kaestner.html
Personal Financial Planning
Stewart Frank and J. Ben Vernazza shared the risks of uncompensated risk in investment portfolios so that you can best serve your financial planning clients. From AICPA.org at...
Personal Financial Planning
Three proposals which impact those delivering investment advice are discussed. From AICPA.org at https://www.aicpa.org/interestareas/personalfinancialplanning/sec-reg-best-interest-rule.html
