Wealth management news January 2014

Practice

AICPA Issues Practice Standards for CPAs on Personal Financial Planning Services

The American Institute of CPAs (AICPA) earlier this month released additional guidance, "Statement on Standards in Personal Financial Planning Services," that ensures the profession’s “rigorous code of professional conduct” applies to all CPA financial planners.
Practice

New Kid on the Block: The ‘MyRA’

A new type of retirement account, "MyRA," which President Obama proposed during his 2014 State of the Union address on January 28 and authorized the creation of yesterday, is intended to encourage retirement savings by workers who currently aren’t participating in an employer-sponsored retirement plan.
Practice

Bramwell’s Lunch Beat: Honesty Is the Best Policy

Here are “Bramwell’s Lunch Beat” menu items for January 21.

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