Articles - Personal Financial Planning-Case Study - HOW TO START AN INVESTMENT ADVISORY PRACTICE - What steps should a CPA firm take if it wants to offer clients investment advisory services? Here is the process one firm went through as it expanded its services to meet the changing needs of its clients
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|Authors:||Doyle, Robert K.; Gordon Spoor, F.|
Journal of accountancy : publication of the American Institute of Certified Public Accountants. - Jersey City, NJ : Inst., ISSN 0021-8448, ZDB-ID 2193590. - Vol. 187.1999, 1, p. 33-36
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