Detail Using Money Managers   Oleh:  Harrington, Cynthia Jenis: Article from Bulletin/Magazine Dalam koleksi: Journal of Accountancy vol. 191 no. 1 (2001), page 55-64. Topik: MONEY; money managers Ketersediaan Perpustakaan Pusat (Semanggi) Nomor Panggil: JJ85.12 Non-tandon: 1 (dapat dipinjam: 0) Tandon: tidak ada     Lihat Detail Induk Isi artikel The investment advisory business is exploding. In 1992, financial planning companies, trust banks, accounting firms and similar entities managed assets of $120 billion. By 1999, these assets topped $700 billion. The growth in assets under management is causing a revolution in how services are delivered. A 1999 study, "The Future of the Financial Advisory Business,” rocked the industry. The study concluded that companies that provide one - stop shopping with tax and estate planning, financial planning, legal advice and asset management under one roof will be the preferred choice of most clients. As the industry evolves over the next 7 to 10 years, the best way to attract more clients will be to expand and upgrade these services. CPA practices with investment advisory arms are uniquely positioned to grow into this arena. One way for a firm to upgrade its services is to use individual money managers - in addition to mutual funds - to manage client assets. CFO s charged with managing their companies’ pension assets may also find they can benefit from using professional money managers. Opini Anda Klik untuk menuliskan opini Anda tentang koleksi ini! Kembali

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