TITLE

Recommending the "Right" Funds

PUB. DATE
August 2001
SOURCE
Advisor Today;Aug2001, Vol. 96 Issue 8, p22
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
Discusses the factors that need to be considered in recommending the appropriate type of mutual funds to clients. Steps to take to ensure an appropriate recommendation; Need for a thorough analysis to determine the source of the money to be invested; Importance of having the funds in the list of selling agreements of the broker or dealer; Advantages and drawbacks for each class of shares.
ACCESSION #
4961157

 

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