Making Referral Relationships Pay

Making Referral Relationships Pay A Complete Guide to Revenue-Sharing Partnerships for Financial Advisers and CPAs

1st Edition

Book (03 Feb 2006)

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Includes delivery to the United States

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Publisher's Synopsis

"Explains the business-structure and regulatory steps for setting up compensation-sharing partnerships between financial advisers and CPAs. Includes perspectives of registered representatives (governed by the NASD) and the registered investment adviser (governed by state laws and by the Securities and Exchange Commission). Also addressed: hybrid ca

Book information

ISBN: 9781576601822
Publisher: Bloomberg
Imprint: Bloomberg
Pub date:
Edition: 1st Edition
DEWEY: 346.730926
DEWEY edition: 22
Number of pages: 251
Weight: 594g
Height: 234mm
Width: 156mm
Spine width: 22mm

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