Wealth Management
JULY 17, 2025
based accounting firm, is taking a page from large registered investment advisors by bringing together taxes and wealth management. July 17, 2025 3 Min Read Innovative CPA Group co-founder Anthony Minopoli The Innovative CPA Group, a Shelton, Conn.-based
Wealth Management
JUNE 26, 2025
Mason received a 97-month prison sentence for defrauding clients of over $17 million. Mason, a former advisor who was barred from the industry, was sentenced to 97 months in prison and three years of supervised release for defrauding at least 13 advisory clients out of more than $17 million, according to the Department of Justice.
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Nerd's Eye View
DECEMBER 12, 2024
There's an old joke in the financial planning industry that the ideal client is "anyone with a pulse". However, as their firms mature, advisors often notice a divide manifesting between newer clients paying higher fees and 'legacy clients' from the early days paying discounted rates. take a physical and emotional toll.
Nerd's Eye View
NOVEMBER 19, 2024
Anjali is the Founder of FIT Advisors, an RIA based in Torrance, California (but works virtually with clients nationwide) and oversees $65 million in assets under management for 45 client households.
Speaker: Wayne Spivak, President and CFO of SBA * Consulting Ltd., Industry Writer, Public Speaker
If you’re lost in the world of spend management needs and your GAP analysis is lacking perspective on the future state of your business performance, listen up! With the advancement of technology, the implementation of spend management best practices and concrete GAP analyses is more streamlined and accessible than ever before.
Nerd's Eye View
MARCH 10, 2025
In a firm's early years, there tends to be more room for experimentation, with advisors adding new services to provide value and attract clients. The best roadmap for focusing an advisory firm will reflect how to do more of what clients value and scale back on what they don't use or appreciate.
Nerd's Eye View
FEBRUARY 24, 2025
Early in a firm's life cycle, a founder might take on nearly any client (and their fees) just to generate enough revenue to 'keep the lights on'. However, as the firm grows, some of those early clients may no longer be profitable to serve – especially if they generate lower fees than newly onboarded clients.
Speaker: Rita Keller - President of Keller Advisors, LLC
You're known as the “go-to” person when a client is faced with tax and financial decisions. You've worked diligently and have built a glowing reputation grounded in your excellent skills in tax, accounting, and auditing. You have a very successful firm -- but that’s not enough.
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