Detail How To Start An Investment Advisory Practice   Oleh:  Spoor, F. Gordon ; Doyle, Robert K. Jenis: Article from Bulletin/Magazine Dalam koleksi: Journal of Accountancy vol. 187 no. 1 (1999), page 33-36. Topik: investment; investment advisory; practice Ketersediaan Perpustakaan Pusat (Semanggi) Nomor Panggil: JJ85.8 Non-tandon: 1 (dapat dipinjam: 0) Tandon: tidak ada     Lihat Detail Induk Isi artikel In an ongoing effort to meet the constantly changing needs of our clients, our CPA firm, Spoor, Doyle & Associates, began to provide investment advisory services on a fee - only basis in December 1997. It was a logical step for us to take. We had always taken great pride in the way our clients looked to us as their trusted and objective financial advisers, so adding investment services simply was a complement to our personal financial planning practice. Like many other firms that are members of the AICPA division for CPA firms, we are a single - office local firm with two partners. We have three CPA s including ourselves and six other employees. In addition to PFP, our practice areas include individual, business and estate and trust tax services ; auditing ; litigation services ; and small business accounting. We now also provide investment advisory services using no - load and load mutual funds bought at net asset value as well as helping wealthy clients who prefer individual stocks to find individual money managers. Entering the realm of investment services is not a move any firm should take lightly. Before making this important decision, our firm went through a self - assessment to evaluate the impact on our practice and our readiness to assume such important responsibilities. Here are the steps we took. Opini Anda Klik untuk menuliskan opini Anda tentang koleksi ini! Kembali

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