WEALTH MANAGEMENT AND NEW REVENUE SOURCES

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WEALTH MANAGEMENT AND NEW REVENUE SOURCES

机译：财富管理和新收入来源

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A paradigm shift is underway for tax and accounting firms that offer financial services. The traditional segments of firm revenue—tax preparation, audits, valuations, and investments—are giving way to a unified vision for revenue sources in the future. This unified vision centers around wealth management. The tax and accounting firm that embraces comprehensive wealth management today will ultimately become the successful firm of the future.

机译：提供金融服务的税务和会计公司正在发生范式转变。公司收入的传统部分-税收准备，审计，估值和投资-逐渐取代了对收入来源的统一愿景。这种统一的愿景围绕财富管理。如今，采用全面财富管理的税务和会计公司最终将成为未来的成功公司。

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《Accounting Technology》 |2006年第sup期|p.8|共1页
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WEALTH MANAGEMENT AND NEW REVENUE SOURCES

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