Last month’s Professional Liability Spotlight column focused on frequently asked risk management questions related to topics other than engagement letters (see “Professional Liability Spotlight: ...

The CFP Board has released two sample client engagement letters that are designed to help certificants comply with the board's new code of ethics. The letters were drafted with input from CFP ...

Why should CPAs use engagement letters? The reasons are many and varied. Professional standards require an engagement letter for attest services. Standards for other services require the CPA to ...

Working with a money professional requires much more than simply turning over your records to a financial advisor with a Midas touch. Rather, the relationship between a financial advisor and you, the ...

Finding an advisor you like is one thing. Working with that person to achieve your financial goals requires a clear agreement that outlines the roles, responsibilities and expectations incumbent upon ...