An Accountant You Can Rely On
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Trust Worthy
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Experienced
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Professional
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What we Do
We Cover an Array of Individual & Corporates Accounting Services
Individual & Corporate Taxes
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Financial Planning
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Audit Defense & Services
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Get Started
Don’t Let the Complexities of Your Financials Burden You Any Longer
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About Us
At Divi Accountants, No Client is Too Big or Small
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Join Us
Our Clients Are Like Family
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Accounting Resources & Articles
Deep Dive into Large Market Sales Teams
This month, we’re working on profiles of large market recordkeeping sales teams and their compensation plans, so we wanted to share a few of the insights in advance of their publication in May. The large market profiles will focus on teams that sell plans over $50M, although every firm has their own definition of what it means to be a large plan.
The New DCIO Reality
The RLF’s annual in-person DCIO Forum, originally scheduled for February 23–24 in Boston, ran into the biggest snow event of the year. Luckily, if we learned anything from the pandemic, it was how to quickly toggle to a virtual event, so we were still able to host 60 DCIO executives on Zoom and have rescheduled the in-person event for this July. The report from the research and event is available now, but we wanted to share a few of the key insights here.
A Moving Target
Distributors across the retirement landscape—broker-dealers and aggregators alike—remain focused on the convergence of retirement and wealth. Most see the sweet spot for wealth clients in the $1M–$3M range and we receive many questions on how firms can profitably serve the “average” participant below this level. More recently, however, aggregators have also been building out capabilities on the opposite end of the spectrum.
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