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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We’re gathering the latest news stories along with relevant columns, tips, podcasts, and videos on this page, along with curated items from our archives to help with uncertainty and disruption.

VIDEO

Excel walk-through: Sparklines

Want to liven up your spreadsheets with some color and graphical elements? Kelly L. Williams, CPA, Ph.D., shows how to use Excel sparklines, which illustrate data trends and patterns via small charts that fit in a single Excel cell.