Risk management, in the words of Sarah Ference, CPA, doesn’t have to be overly complicated or time consuming. “It’s really a mindset,” said Ference, an author of the JofA‘s Professional Liability ...
Long careers can take unexpected twists and turns and create enduring professional relationships. So it is with Susie Cranston, a San Francisco–based wealth management executive, and Paul Tramontano, ...
Q: Where do you draw the line between what is best for your clients' money, and what is best for your clients in the long run? My manager gets upset with me sometimes when I steer a client away from a ...
In the grind of the day-to-day, it can sometimes be easy to forget who is at the center of everything we do – our clients. I’d like to offer you two contrasting stories that serve as a reminder of ...
*Refers to the latest 2 years of stltoday.com stories. Cancel anytime. As Congress considers extending the fiduciary standard to brokers - in essence, requiring them to put clients' interests first - ...
NEW HAVEN, Conn. (WTNH) — Jacobs and Jacobs is a small, family-owned law firm in New Haven. The teams brings decades of legal experience to cases and is committed to putting their clients first. André ...
The Accountants Risk Control team at CNA, the underwriter of the AICPA Professional Liability Insurance Program, speaks with thousands of CPAs every year and provides advice and guidance to help CPAs ...
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