Give a Wedding Gift that Lasts a Lifetime: Sound Financial Advice

Shelley Yates, Communications Senior Advisor
February 12, 2018
Getting engaged has taught me there is another area of wealth management where advisors can demonstrate their value – wedding planning.Read more »

Staying the Course in the Face of Uncertainty

The Investment Management Research Group
February 7, 2018
When fear and uncertainty find their way into headlines, investors should ignore the herd and “stay the course.” While there is no magic formula for handicapping a stock market correction, it is not uncommon for resoundingly jubilant investor sentiment to...Read more »

Do Your Clients Know Your Firm Better Than You?

Shelley Yates, Communications Senior Advisor
January 9, 2018
If you had one minute to answer who you are and what you do, how would you answer? Your confidence in your answer can affect your ability to prospect new clients and convert tax clients into investment clients.Read more »

New Year, New You: How to Keep the Resolutions You Make

Tynecia Martin, MBA, LUTCF®, FSS, Channel Marketing and Brand Specialist
January 8, 2018
It sounds easy, but only a select number of people are able to make and keep their resolutions every year. What makes them different? Do they have something in common? People who explicitly make resolutions are 10 times more likely...Read more »

Socially Responsible Investing 101

Robyn Schaub, Senior Marketing and Communication Consultant
January 3, 2018
You’ve likely heard the phrase “put your money where your mouth is.” But what about your investments? Through an approach known as socially responsible investing, or SRI, a growing number of investors are putting their money in businesses they believe...Read more »

Five Tips to Bring Your Estate Plan to Life

Shelley Yates, Communications Senior Advisor
January 3, 2018
A recent Harris poll revealed that 64% of all American adults have not put an estate plan in place, 1 even though having a comprehensive plan is critical to protecting you and your family’s future by minimizing taxes and expenses...Read more »

Today’s Opportunities, Tomorrow’s Investors

Shelley Yates, Communications Senior Advisor
January 3, 2018
The best time to plan for tomorrow is today. Over the next 30 years, it’s estimated that $30 trillion will be passed down from baby boomers to Generation X and Millennials. 1 Furthermore, the total amount of wealth in the...Read more »

2018 State Issues Preview

Dale Brown, President and CEO, Financial Services Institute
December 28, 2017
When it comes to the work we do at the Financial Services Institute (FSI) advocating on behalf of independent financial advisors and independent financial services firms, the spotlight almost always shines brightest on what is happening at the federal level...Read more »

Filtering the Noise: A Defense of the Advisory Role

Joan Alexandre, Investment Analyst II
December 13, 2017
In the not-too-distant past, there existed the concept of a “slow news day.” Newspapers were the primary mechanism by which people gathered information on current events, only to be topped off with that evening’s local or national broadcast. On Sunday,...Read more »

Social Media Business Networking: Platforms and Strategies

Tynecia Martin, MBA, LUTCF®, FSS, Channel Marketing and Brand Specialist
December 12, 2017
What happened to face-to-face networking? It still exists but more and more generations have shifted from in-person networking to an online experience. There are so many options to choose from when it comes to social media platforms, which makes it...Read more »

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What Do Investors Really Want?

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

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What Do Investors Really Want?

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

Learn More

About CPA Wealth Enterprise

CPA Wealth Enterprise is a monthly newsletter 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.