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    Commissions and Referral Fees

    Professional Standards Commissions and referral fees are important issues to consider for personal financial planners and other tax professionals
    Published on March 05, 2013

    Inside Information - May 10, 2013 Special Report Fee Samples

    Article Advisors from all over the U.S. marketplace provide information about their fee structures, including the amounts and how the fees were determined
    Published on May 13, 2013

    BCG IAO Survey Results

    Survey Survey from Boston Consulting Group that found that RIAs would prefer oversight by the SEC with user fees than an SRO model
    Published on December 21, 2011

    An In-Depth Review of Six Business Models

    Presentation This presentation will discuss overview of business models, investment advisory options, how to be successful with hourly/retainer fees as only source of revenue and much more
    Published on August 30, 2012

    E-Column - May 2013

    Article In this e-column, Bob Veres discusses a very touchy subject; the fees you should charge your clients
    Published on May 06, 2013

    BCG IA Oversight Economic Analysis

    Report ...Boston Consulting Group that found that establishing a SRO to oversee investment advisers would cost at least twice as much as funding an enhanced SEC examination program via user fees
    Published on December 21, 2011

    5 Reasons Why CPA Financial Planners May be Avoiding Life Insurance

    Article If you’re a planner who continues to avoid life insurance discussions with your clients, consider re-evaluating your personal objections to provide a more holistic approach.
    Published on August 18, 2014

    CPA/PFS - A Credential By Any Other Name is Not the Same

    Article An article discussing the benefits of the CPA/PFS credential.
    Published on April 16, 2014

    Illustrative Engagement Letter for an Investment Advisory Agreement

    Sample Letter The following agreement is for investment advisers who manage money on a discretionary basis. However, the agreement can readily be tailored to other forms of advisory relationships whereby the adviser plays some role in managing the investments and portfolio of his or her client.
    Published on October 28, 2004

    Guide to Developing and Managing a CPA PFP Practice

    Practice Aid The guide will lead you through a range of business processes most frequently encountered when developing and managing a CPA Personal Financial Planning practice.
    Published on July 14, 2014

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