A Sign of the Times?

June 2000
Journal of Financial Planning;Jun2000, Vol. 13 Issue 6, p29
Academic Journal
This article focuses on the trend among financial planners to form alliances with accounting firms in the U.S. A recent example of the trend is the efforts of broker/dealer firm Investacorp to broker formal affiliations between certified public accountants and financial planning firms. This is spurred by the company's belief that accounting firms have a lot of opportunities for financial planners.


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