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May 2000
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Choosing an Investment Adviser for Your Firm
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General Interest
Choosing an Investment Adviser for Your Firm
Selecting an investment adviser who will represent your firm
in a professional manner and provide your clients with
the level of service you give them is critical. Use the following
questionnaire to help interview and evaluate prospective
advisers or an investment advisory firm.
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| Source: Phyllis Bernstein, director of the AICPA personal financial planning division. The views expressed are not an official position of the AICPA. | |