PRACTICE MANAGEMENT: A Project To Tie Advisers And CPAs
Financial advisers and certified public accountants frequently work closely together. But Matthew Tuttle believes that advisers and CPAs can do more than refer clients and collaborate at tax time... "We want to be part of the CPA's back office and be responsible for making sure that their clients have the right tools to make smart choices about their money," says Tuttle, who is president of Stamford, Conn.-based Tuttle Wealth Management... WSJ: PRACTICE MANAGEMENT: A Project To Tie Advisers And CPAs (Subscription required)
