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September 2016 » PFP | Advisors Involved in Financial...
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Sidney Kess, JD, LLM, CPA, and Edward Mendlowitz, CPA/PFS, ABV
Many CPAs perform financial planning services, as do numerous other types of professionals. This article provides an overview of different kinds of financial advisors and their role in the overall financial planning process. It also covers recent legal developments regarding the duty to act in the client's best interests.
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