Shawn Baxter, CAMS, Manager of Centralized Compliance Controls
July 12, 2019
Sooner or later any advisor to families, be they young parents, single parents, grandparents and even other relatives or friends, will get the 529 questions: What is it, and how can I use it to help with educational expenses? Since...Read more »
Martin Landry, CFA, CFP®, CAIA, CIMA®, CIPM, CTFA, AIF®, Senior Portfolio Manager, Investment Management Resource Group
July 2, 2019
Commodities play a vital role in the global economy. While different from more widely known assets classes like stocks and bonds, they continue to be an important holding for investors. But for many, commodities – what they are, where and...Read more »
Desirée Damon, Multimedia Specialist
June 28, 2019
Remember your high school yearbook or your last trip to the DMV? It’s no surprise that, for many people, the thought of taking a professional photo fills them with dread. One by one, you step up to the line, stand...Read more »
Derek Popock, Product Solutions Consultant
June 25, 2019
More than 3 billion people use the Internet every day*, but some of them are not using the latest version of their preferred Internet browser. Keeping your browser up to date has several benefits. Security Out of date web browsers...Read more »
Desirée Damon, Multimedia Specialist
June 21, 2019
When it comes to websites and social media profiles, a picture is worth a thousand words. Unfortunately, for many people, the thought of taking a professional photo fills them with dread. Unlike the cover models of popular magazines, you don’t...Read more »

June 19, 2019
While technology provides many advantages to us in our daily lives, it can also be a source of risk to our personal information — especially while traveling internationally. Whether you’re traveling outside of the United States for business or pleasure,...Read more »
Emily James, CMP, Director of Marketing, Communications, and Events
June 18, 2019
When adding wealth management to your existing CPA practice , it is of vital importance to do one simple thing – tell people about it! It’s not enough to add a few service offerings to your webpage if your existing...Read more »
Amanda Green, Manager of Creative Services
June 12, 2019
Having a standard set of branding tools helps to develop consistency across your brand. It also helps support a clear and consistent vision to guide your marketing initiatives. One item that is often overlooked is the importance of having a...Read more »
Jennifer Hutchins, CFA, Portfolio Manager
June 4, 2019
With a very strong start at the beginning of 2019, the market has hit a few bumps recently, with most of the additional volatility being attributed to China/US trade relations. Nevertheless, all major indices remain positive both domestically and internationally...Read more »
John Mims, Business Development Relationship Specialist
May 29, 2019
A prospect marketing list is an important part of your firm’s marketing plan, as it will be the center of your direct mail, email or call campaigns. Whether you are just starting out to develop a marketing list or need...Read more »


What Do Investors Really Want?

Learn surprising insights about the current state of professional financial advice with an exclusive report.

About CPA Wealth Enterprise

CPA Wealth Enterprise is dedicated to educating and informing readers about developments, trends and insights regarding comprehensive wealth management. Written by experienced consultants and practitioners, CPA Wealth Enterprise is specifically tailored to a CPA audience that understands that wealth management is an ethical, service-based business. It provides important information on improving client satisfaction, building your business and improving your wealth management skills.