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His remarks were “unacceptable,” Managing Partner Chip Roame says in an open letter to the industry.
October 10
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More than 11,000 advisors have earned the education provider’s AIF designation.
October 10
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Tax and wealth expert Tom Wheelwright is a CPA, CEO of WealthAbility, a Rich Dad advisor, entrepreneur, international speaker, and the bestselling author of "Tax-Free Wealth" and "The Win-Win Wealth Strategy." Wheelwright is the CPA for "Rich Dad, Poor Dad" author Robert Kiyosaki and has spoken on stage on every continent to over 100,000 entrepreneurs, small-business owners and investors. He also hosts two podcasts, The WealthAbility Show with Tom Wheelwright CPA.
October 10
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SkyView Partners' new digital platform for RIA buyers and sellers joins a crowded field.
October 10
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Anthony Guadagnino allegedly solicited at least 10 clients after his departure from the retail brokerage.
October 10
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Bill Curtis, CPA, is partner-in-charge of the Birmingham office of
Mauldin & Jenkins CPAs & Advisors and leads the firm’s efforts in Alabama. He joined Mauldin & Jenkins in 2004, after working for AmSouth Bank and Cade and Associates. He has over 15 years of auditing and consulting experience. As a partner in the firm’s Financial Institutions practice, Curtis specializes in opinion audits and tax services for private as well as SEC registered companies, internal control opinion audits, and internal audits, and benefit plan audits. In addition to serving his financial institution clients, Curtis is responsible for auditing numerous 401(k) and employee stock ownership plans (ESOPs). He serves on the firm’s Leadership and Career Development Committee and LEAP Conference Committee. Curtis is a CPA in the states of Alabama and Georgia. He is a member of the American Institute of CPAs, the Alabama Society of CPAs, the Georgia Society of CPAs, Birmingham Young CPAs, Alabama Banking School faculty, and he serves on the board of directors for Community Kitchens of Birmingham.October 10
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Beyond eye-popping prices and assets changing hands, record M&A is altering the structure of the industry.
October 10
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Who guards the guardians? Regulators, yes, but as CFPs we must also police ourselves
October 10
Mercer Advisors
