In this issue, CPA Wealth Provider presents the first of what it intends to be annual financial planning awards. It is honoring CPA/financial planning firms, broker/dealers, and financial planning software vendors, as well as providing special Awards of Excellence to those who are in the vanguard of leadership in financial planning. The winners are those firms or companies that have taken the lead through innovation, efficiency, initiative, or growth in the financial planning area. The chief editors of Accounting Today, Accounting Technology, Practical Accountant, and CPA Wealth Provider judged the 60+ nominations received. The winners, along with honorable mentions, are detailed here.
展开▼
