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An important consideration when implementing a portfolio for a new client with existing assets is: Making sure the new assets are similar to the existing
An important consideration when implementing a portfolio for a new client with existing assets is: Making sure the new assets are similar to the existing assets. Making sure there are no adverse tax consequences. Ensuring that the previous financial advisor understands why the client is leaving. Opening the new account in exactly the same name as the old one for tax reason?
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Auditing Cases An Interactive Learning Approach
Authors: Steven M Glover, Douglas F Prawitt
4th Edition
0132423502, 978-0132423502
