Detail Entering The Realm of Investment Services   Oleh:  Dennis, Anita Jenis: Article from Bulletin/Magazine Dalam koleksi: Journal of Accountancy vol. 186 no. 4 (1998), page 71-80. Topik: investment; realm; investment services Ketersediaan Perpustakaan Pusat (Semanggi) Nomor Panggil: JJ85.7 Non-tandon: 1 (dapat dipinjam: 0) Tandon: tidak ada     Lihat Detail Induk Isi artikel Its only natural that CPA s, who know so much about clients financial situations and expectations, might want to help them plan and implement their long-term investment strategies. Investment services can be a dynamic and lucrative addition to a practice, but this niche often is challenging to launch and maintain. To make it easier, a number of companies offer services designed specifically for finance professionals branching into this niche. What they provide varies widely. Some offer consulting and training alone, while a number supply extensive operations support as well as access to money managers or investment funds that otherwise would be unavailable to the CPAs clients. All of the providers on the list b eginning on page 76 offer investment management, although some also enable CPA s to sell individual stocks or other financial products through their securities or insurance arms. Some work only with CPA s who have already registered as investment advisers (RIA s), while others dont have this requirement or will help practitioners become RIA s so they can offer financial planning for a fee or become registered representatives of the broker - dealer. Opini Anda Klik untuk menuliskan opini Anda tentang koleksi ini! Kembali

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