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Articles tagged "AICPA"


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Mike Golaszewski: With the right combination of hardware and software, most eight-character passwords can be brute-forced.

With your RIA practice as naked as Kirstin and Kate in the cloud, know two words: Google Authenticator

With advisors migrating their practices online, the vulnerability can't be overstated or easier to address

September 4, 2014 at 3:07 AM

Hundreds of CPAs looking to roll the dice on wealth management gathered at the Aria Resort and Casino this week.

In benevolent invasion, CPAs-turned-RIAs make statement with sheer numbers in Vegas

Once an outlier and a research prediction, the 2014 AICPA Personal Financial Planning Conference shows that accountants that keep wealth management in-house are now flamboyantly growing

January 23, 2014 at 6:21 AM

Michael Goodman: If you are looking for a boondoggle, this isn’t it.

The AICPA gets down with advisors in Vegas -- well, as much as accountants can

Michael Kitces, Roger Gibson, Harold Evensky and David Kelly were among the attendees of the rapidly growing conference -- and key tax changes got a close look

February 26, 2013 at 4:41 PM

"The agreement should ... allow tax season to begin with minimal delay."

The killer cheat sheet of just where RIA clients stand after the near-cliff experience

We all know that income of more than $400,000 will get hit but there's so, so much more to know

January 4, 2013 at 5:04 AM

SEC headquarters has seen plenty of traffic lately, as companies and lobbying groups send execs aiming to influence a pending report on advisor oversight.

Most RIAs prefer to pay money for SEC exams now than pay in blood later under an SRO

TD Ameritrade survey comes as resistance to FINRA empowerment wells up from wide array of organizatioms

December 10, 2010 at 4:40 AM

Knut Rostad: Both sides have a briefcase full of examples of times where they have been unfairly maligned and misunderstood

The Fiduciary Debate: Getting past the vested interests

Industry experts draw battle lines in defining fiduciary

September 25, 2009 at 5:28 AM

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