In our marketplace, investment advisory service
is a requirement for being in the business," notes Ken Robertson, executive vice president of The 401(k) Company, an Austin, Texas-based plan provider with a national client base of middle-market plan sponsors.
Eligibility hinges on whether the CPA's investment advisory service
is "solely incidental" to the practice of accounting.
NEW YORK -- Quadriga Research has named Valentine Wealth Management the number one investment advisory service
in the nation.
Tenders are invited for Professional Investment Advisory Services
Accordingly, Esterad will assist European Islamic by providing investment advisory services
relating to European Islamic's asset management business in Arab markets.
For many, the business model often evolves from ancillary--providing limited advice--to a more dedicated standalone model and eventually to include investment advisory services
The Securities and Exchange Commission (SEC) published for comment two rules, one of which would grant thrift institutions a limited exception from Investment Advisers Act requirements governing the manner and extent to which such entities may hold themselves out to the public as providers of investment advisory services
Center for Investment Advisory Services
Continues to Grow
In January, the AICPA announced an alliance through which Fidelity will be the sole provider of clearing And custody services for the AICPA's Center for Investment Advisory Services
Based in Los Angeles, CA, Bristlecone Value Partners, LLC is an independent, employee-owned asset management firm offering investment advisory services
to high net worth individuals and institutions.
Request for Proposals: Investment advisory services
All through the '90s and into the new millennium, California CPAs have been riding the wave of financial gain as they transition away from traditional tax and audit services and into the world of personal financial planning and investment advisory services