Why Small Accounting Firms Are Missing The Wealth Management Opportunity – Forbes

Why Small Accounting Firms Are Missing The Wealth Management Opportunity
Forbes
Wealth management practices and its cousin family office practices, when implemented well are likely to be the most profitable practices in an accounting firm. For example, a comprehensive family office practice at an accounting firm can have margins
Wealth Management Tech Firm WDX Reports 115% Revenue Growth, as Demand for Business Wire (press release)

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Source: management – Google News

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