Detail Managing Client Assets   Oleh:  Fleming, Peter D. Jenis: Article from Bulletin/Magazine Dalam koleksi: Journal of Accountancy vol. 185 no. 1 (1998), page 33-40. Topik: assets; managing; client assets Ketersediaan Perpustakaan Pusat (Semanggi) Nomor Panggil: JJ85.5 Non-tandon: 1 (dapat dipinjam: 0) Tandon: tidak ada     Lihat Detail Induk Isi artikel During last fall's stock market turmoil, when millions of frenzied investors were calling their brokers on "Blue Monday" for reassurance and guidance, many Americans were on the phone with their CPA s. Why ? Because a number of CPA -financial planners have expanded their practices to include investment management services. The services CPAs can provide are as varied as the professional issues they face. Ultimately, individual circumstances will dictate if or how a CPA decides to expand his or her practice into the growing area of investment management. Investments have always been an integral part of the financial planning process. For many years, however, CPA­financial planners only recommended what classes of investments a client should have, stopping short of recommending specific investments. And most CPAs did not offer implementation assistance. As traditional barriers begin to fall, CPAs today are going well beyond asset allocation and referring clients to investment managers, recommending specific securities - stocks, bonds or mutual funds - and in some cases even earning fees or commissions on the sale of these products. Opini Anda Klik untuk menuliskan opini Anda tentang koleksi ini! Kembali

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