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.
Source: Phyllis Bernstein, director of the AICPA personal financial planning division. The views expressed are not an official position of the AICPA.

SPONSORED REPORT

States look to unclaimed property for revenue

This free report outlines the escheat process, common types of AUP, how different states are handling it and how companies can plan for potential audits and liabilities.

PODCAST

Using drones to enhance audits

Hermann Sidhu, CPA, global assurance digital leader at EY, walks us through EY’s exciting new project to use drones to help audit large warehouses and outdoor inventories.