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
|Year of publication:||
|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
Saved in bookmark lists
Similar items by subject
Find similar items by using search terms and synonyms from our Thesaurus for Economics (STW).