Personal Financial Planning - WHAT CPAs NEED TO KNOW ABOUT SEPARATELY MANAGED ACCOUNTS - As more CPAs become involved in financial planning, they may want to consider incorporating separately managed accounts (SMAs) into their advisory practices. This article gives an overview of the benefits of adding SMAs to your practice. For CPAs in public practice who give financial advice to clients.
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|Type of Publication:||Article|
|Title record from database:|| OLC-SSG Economic Sciences|
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