The CFP Board has released two sample engagement letters that CFP professionals can use to help inform clients on information they are required to provide under its Code of Ethics and Standards of ...

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 ...

The letters you send to clients announcing a merger or acquisition should reassure in order to retain. These samples suggest what to say to clients of the predecessor and successor firms: We are ...

A business letter is a document that is used for formal correspondence between an organization and its clients, employees, partners or other stakeholders. The formality of the business letter often ...

LOS ANGELES--(BUSINESS WIRE)--Libretto, the innovative advice platform empowering financial advisors and family offices with total wealth financial planning and investment software, today announced a ...

The guide, Compilation and Review Engagements, is aimed at CPAs at smaller firms that perform financial audits to help them comply with the AICPA s new engagement letter requirement. During the ...

There may be times during the course of running a business when you need to send a letter to a colleague or acquaintance that is business-related but social in nature. For example, if a client ...