Sep 4, 2014
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
Tag
AICPA
6 articles
Articles tagged "AICPA"
Jan 23, 2014
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
Feb 26, 2013
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
Jan 4, 2013
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
Dec 10, 2010
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
Sep 25, 2009
The Fiduciary Debate: Getting past the vested interests
Industry experts draw battle lines in defining fiduciary
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