TITLE

Don't Be The Middleman

PUB. DATE
August 2001
SOURCE
Advisor Today;Aug2001, Vol. 96 Issue 8, p82
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
Comments on the third-party managed accounts which can affect the relationship between a financial advisor and his investor client. Reason of the investors for doing business with advisors; Types of clients; Benefits of selling services; Advantages of mechanical money-management systems; Result of selling services correctly.
ACCESSION #
4961953

 

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