In UK I see the term CA as a qualification, not a job. The job as described in the original post would be covered by IFA =Independent Financial Advisor

In US we have Estate Planners also Financial Advisors etc.
These days it seems bankers want to sell bonds/stocks. Brokers want to also be bankers. Lawyers want to do estate planning. There is a lot of cross-overs and the CPAs want to get in on the expanded opportunities to enlarge their field. With those CPA job quals they evidently feel they could do a good job in other areas than just "counting beans" (yucky applletive) ... thus, as I grasp it, the whole controversy about a new "name" to encompass the expanded fields they want people to know they are able to do!
Does that make sense?
wow