MANAGING CLIENT ASSETS - In the face of client demand for an expanded array of services, more CPAs have begun to offer investment management as part of their financial planning practices. Three CPAs tell the Journal how they made the transition.
| Year of publication: |
1998
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|---|---|
| Authors: | Fleming, Peter D. |
| Published in: |
Journal of accountancy : publication of the American Institute of Certified Public Accountants. - Jersey City, NJ : Inst., ISSN 0021-8448, ZDB-ID 2193590. - Vol. 185.1998, 1, p. 33-40
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