Starting an Investment Advisory Practice
For many CPAs, becoming an investment adviser is a smart decision. Even after deciding to become one many people will still have questions. This checklist offers help to CPAs who want to establish their own investment advisory firms.
* Do client research. Get reactions from some of your current accounting clients about your proposed investment advisory services.
* Research the competition. Make sure the local investment community is not threatened by your expansion plans. (Some clients will always need a full service broker to provide certain services.)
* Assess your skills. Evaluate the abilities of partners and existing professional staff to advise …
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Publication information:
Article title: Starting an Investment Advisory Practice.
Contributors: Not available.
Journal title: Journal of Accountancy.
Volume: 192.
Issue: 2
Publication date: August 2001.
Page number: 18.
© 2009 American Institute of CPA's.
COPYRIGHT 2001 Gale Group.
This material is protected by copyright and, with the exception of fair use, may not be further copied, distributed or transmitted in any form or by any means.
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