You will be asked about and likely will recommend Roth IRAs in your financial advising practice. To best help your clients, here are the questions you should be prepared to answer about Roth IRAs.

CPAs have been discussing crypto for years, but given the rapidly (and positively) changing regulatory and policy environment it seems a good time to revisit what might sound like a straight-forward ...

Clients will soon have a better idea of the fees they pay for investment and segregated funds. It’s all thanks to the third phase of the industry’s client relationship model reforms (CRM3), also known ...