WINNER, CPA Wealth Provider Financial Planning Awards 2009
CPA Wealth Provider is proud to present the sixth annual financial planning awards 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.
Bill Carlino, editor-in-chief of Accounting Today and editorial director of the Accountants Media Group, Daniel Hood, managing editor of Accounting Today, and Stuart Kahan, executive editor of CPA Wealth Provider judged the 60+ nominations received. The winners, along with honorable mentions, are detailed in these pages.
IPS AdvisorPro®
Miami, Fla.
The company created a Web-based software application that helps advisors build investment policy statements quickly and easily, customized to each firm and unique to each client. It has eight different templates to reflect the different wording required for the individual client, a trust, a foundation or endowment, a charitable trust, an insurance trust, a pension plan, a profit sharing plan, or a self-directed 401(k) plan. The software also provides a way for each user to build their own unique asset allocation models, as many as they like.
http://www.webcpa.com/article.cfm?articleid=30989&pg=ros&page=3
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