{"id":37623,"date":"2014-11-17t05:00:30","date_gmt":"2014-11-17t10:00:30","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=37623"},"modified":"2015-10-23t03:17:16","modified_gmt":"2015-10-23t07:17:16","slug":"financial-services-up-at-largest-firms-down-at-smaller-ones","status":"publish","type":"post","link":"\/\/www.g005e.com\/2014\/11\/17\/financial-services-up-at-largest-firms-down-at-smaller-ones\/","title":{"rendered":"financial services up at largest firms, down at smaller ones"},"content":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-37976\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425-290x193.jpg\" alt=\"couple meeting with investment advisor.\" width=\"290\" height=\"193\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425-290x193.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425-590x393.jpg 590w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425-190x126.jpg 190w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425.jpg 1600w\" sizes=\"auto, (max-width: 290px) 100vw, 290px\" \/><\/a>conflict of interest is one reason smaller firms shy away from rias.<\/strong><\/p>\n<p>the largest cpa firms are by far the leaders in providing investment advisory services, but the rest of the profession does not appear to be following their lead too closely.<\/p>\n<p>fifty-eight percent of the profession\u2019s largest firms, with more than $20 million in annual fees, offer investment advisory services, up from 51 percent in 2012, and another 9.1 percent were at least somewhat likely to add the services to their menus, according to the \u201c<span style=\"text-decoration: underline;\"><span style=\"color: #008000;\"><a style=\"color: #008000; text-decoration: underline;\" href=\"\/\/www.g005e.com\/shop\/map-survey\/\">the national map survey of cpa firm statistics: the rosenberg survey<\/a><\/span><\/span>.\u201d<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2014\/11\/17\/financial-services-up-at-largest-firms-down-at-smaller-ones\/#more-37623\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p><strong><a href=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-37976\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425-290x193.jpg\" alt=\"couple meeting with investment advisor.\" width=\"290\" height=\"193\" srcset=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425-290x193.jpg 290w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425.jpg 300w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425.jpg 600w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425-590x393.jpg 590w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425-190x126.jpg 190w, https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2014\/10\/investmentadvisor_dollarphotoclub_59097425.jpg 1600w\" sizes=\"auto, (max-width: 290px) 100vw, 290px\" \/><\/a>conflict of interest is one reason smaller firms shy away from rias.<\/strong><\/p>\n<p>the largest cpa firms are by far the leaders in providing investment advisory services, but the rest of the profession does not appear to be following their lead too closely.<\/p>\n<p>fifty-eight percent of the profession\u2019s largest firms, with more than $20 million in annual fees, offer investment advisory services, up from 51 percent in 2012, and another 9.1 percent were at least somewhat likely to add the services to their menus, according to the \u201c<span style=\"text-decoration: underline;\"><span style=\"color: #008000;\"><a style=\"color: #008000; text-decoration: underline;\" href=\"\/\/www.g005e.com\/shop\/map-survey\/\">the national map survey of cpa firm statistics: the rosenberg survey<\/a><\/span><\/span>.\u201d<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2014\/11\/17\/financial-services-up-at-largest-firms-down-at-smaller-ones\/#more-37623\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"author":1339,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[1905,5,3120],"tags":[121,53],"class_list":["post-37623","post","type-post","status-publish","format-standard","hentry","category-clients-and-service","category-outlook","category-pro-member-exclusive","tag-map","tag-pfp","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v24.0 - 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