AICPA

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  Historic Moment as Planner Groups Voice Clear Support for Fiduciary Standard

  By Bob Clark, AdvisorOne  |  June 6, 2013

  In a letter to the SEC, the FInancial Planning Coalition and consumer groups make a cogent argument for why the SEC should impose the same standard for all advice givers.

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  Don’t Flub Fiduciary Rule, Groups Urge SEC

  By Melanie Waddell, AdvisorOne  |  June 5, 2013

  A broad group of organizations fears the SEC is headed toward proposing a watered-down fiduciary rule.

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  Why We Need a Financial Advisory Profession

  By Bob Clark, AdvisorOne  |  December 13, 2012

  The very good reasons why retail investors—all of us, in fact—need a true profession to provide financial advice.

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  NAPFA’s CFP-Only Stand: A Step in the Wrong Direction

  By Bob Clark, AdvisorOne  |  December 5, 2012

  A curious move, at a curious time, for purportedly, a curious reason, that is also a slap in the face to CPAs with the PFS credential.

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  What’s Next for IRS and Tax Planning? Commissioner’s Remarks Offer Some Hints

  By Richard Niles, J.D., Senior Editor, Tax Facts Online  |  November 14, 2012

  Douglas Shulman’s farewell speech at AICPA conference suggests what advisors and clients may expect from the IRS in the near future.

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  New Hire Roundup: U.S. Bank Names Jeppson CIO of Private Client Group

  By Marlene Y. Satter, AdvisorOne  |  October 3, 2012

  This week in new hires, Mary Martuscelli joined The Private Client Reserve as west region president, and Moss Adams announced a transition in leadership.

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  Oversight Board Calls First Report on BD Audits ‘Disturbing’

  By Melanie Waddell, AdvisorOne  |  August 20, 2012

  The PCAOB’s first report on the interim inspection program for auditors of SEC-registered BDs has found many of the audits lacking.

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  It’s Not Too Late to Make Your Voice Heard on SRO Bill

  By David Tittsworth, IAA  |  July 6, 2012

  If you’re not in favor of having FINRA become the SRO for RIAs, join the advisor grass-roots effort to advocate with Congress against Bachus bill.

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  Who Needs Ya, Baby?

  By Bob Clark, AdvisorOne  |  March 26, 2012

  Recently, fi360 CEO Blaine Aikin wrote a column for InvestmentNews about the AICPA’s Code of Professional Conduct.

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  AICPA PFP: The ‘Other’ World of Financial Planners

  By Michael E. Kitces  |  February 7, 2012

  Last month witnessed the national conference for the Personal Financial Planning section of the AICPA – a world of CPA financial planners that have lived a relatively separate existence from “the rest” of the financial planning world.