12/29/2000: Using Money Managers (Journal of Accountancy)January 2001 edition. Excerpt: "When selecting a money manager, CPAs should choose ones that fit the client's performance, style and risk characteristics. In-depth due diligence is crucial to determine the manager’s ownership, assets under management, level of satisfaction among current clients, compliance with reporting standards, performance and ability to meet special client needs."
Important word about authorship:
BenefitsLink ® (BenefitsLink.com) provides this page for you, with a hypertext link to an item we think is interesting and valuable for companies sponsoring employee benefit plans, employees who participate in plans, and firms who provide products and services to plans. But BenefitsLink is not the author of the item to which this hypertext link will take you (unless expressly indicated there).
|
|
|
