Wealth management news October 2011

Wealth management

Why Should You Commit Your Firm to a Program of Change that Expands your Wealth Management Practice?

To address this question in a meaningful way, we need to take a long-term and broad perspective. First, your firm is probably experiencing a rush of activity, new business and revenue and profits growth. Sarbanes-Oxley has proven a boon to the profession.
Wealth management

Creating an Advisory Council Composed of Your Best Clients

Think about the last time someone asked you for your opinion or your input because they value your insight and perspective? Weren’t you somewhat flattered that they reached out to you for advice?
Wealth management

The Path From CPA Firm to Comprehensive Wealth Management: 1st Global BMS Business Model

Peter W. Adams, champion partner of HPG Financial Services, LLC, an accounting firm in Raleigh N.C., shares his firm’s progression into providing wealth management services to his clients and his thought processes behind it.