TITLE

Wealth Management Pros Need Help

AUTHOR(S)
Ochs, Roger C.
PUB. DATE
June 2008
SOURCE
Accounting Today;6/16/2008 Firms of the Future Suppm, Vol. 22, p16
SOURCE TYPE
Trade Publication
DOC. TYPE
Editorial
ABSTRACT
The author offers insights for U.S. tax and accounting firms on helping baby boomers to rebuild, plan and manage their wealth through retirement. He believes that such firms will transition into wealth management specialists that utilize practice management through a consistent client experience and technology investments. He advises tax and accounting professionals to invest in technology to support the processes involved in implementing practice management.
ACCESSION #
32768254

 

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