By The Numbers


Options for an Investment Practice

As partners in some firms are considering a union with
American Express or a similar companymerging accounting and
financial servicespartners in other firms are taking another road:
adding investor services themselves. A survey of 100 partners in small to
midsize firms compares the two trends: selling or starting a new niche.


Source: Advisors Capital Investments, Inc., Woodstock, Connecticut.



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VIDEO

What RPA is and how it works

Robotic process automation is like an Excel macro that can work on multiple applications, says Danielle Supkis Cheek, CPA. RPA can complete routine, repetitive tasks such as data entry, freeing up employee time from lower-level chores.