The U.S. Department of Labor’s recent effort to impose new requirements on financial professionals providing retirement investment advice faces doubtful prospects because of court challenges and the change in presidential administration.
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Professional Standards & Responsibilities
A new fiduciary rule: What CPA financial planners need to know
Many financial advisers who offer retirement investment advice would be subject to new ethical requirements under recently proposed regulations, a U.S. Department of Labor official explains in this Q&A.
AICPA updates guidance for CPA personal financial planners
The AICPA has updated its guidance on the competencies and information that CPAs who provide financial planning services need to know.
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Smart Strategies in Data Security and Risk Management
In an increasingly digital profession, data security has become one of the most critical challenges facing finance and accounting professionals today. Stay up to date with practical guidance to help you mitigate these risks and strengthen your security posture.
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