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    BCG IA Oversight Economic Analysis

    Report Study from 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

    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

    Fiduciary Standard of Care

    Overview Learn about the elements needed to be deemed a fiduciary.
    Published on July 16, 2014

    CPA/PFS Profile Susan Bruno

    Member Profile This profile of Susan Bruno focuses on her practice and how she educates women of all ages about finance and estate planning.
    Published on June 23, 2014

    SpectremAdvisor Newsletter and Reports

    Overview SpectremAdvisor.com is a resource for financial professionals who serve investors with a free monthly newsletter and additional optional discounted newsletters and reports for the affluent market advisor.
    Published on July 23, 2014

    Its Never Too Early (or Too Late) to Specialize Is a Career in Financial Planning right for you

    Article A career as a CPA financial planner or Personal Financial Specialist may be right for you!
    Published on September 16, 2014

    Q&A With Mitch Freedman One CPAs Thoughts on the Development of Disaster Recovery

    FAQ Find out about one CPA's thoughts on the development of Disaster Recovery: A Guide to Financial Issues and the role he sees CPAs filling in the time after a disaster. Mitchell Friedman discusses why CPAs are a vital resource for the public in these situations and the opportunities you have
    Published on August 14, 2014

    CPA/PFS Perspectives on Using Technology in a PFP Practice

    Article Direct from a recent CPA/PFS webcast, get an earful on the hottest technologies for CPA financial planners and their practices.
    Published on September 16, 2014

    Inside Information Newsletter

    Article Current issues of Inside Information
    Published on October 03, 2014

    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

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