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  1. 1
    Right Way to Hire Financial Help : A Complete Guide to Choosing and Managing Brokers, Financial Planners, Insurance Agents, Lawyers, Tax Preparers, Bankers and Real Estate Agents
    by Jaffe, Charles A
    Published 1998

    This item is not available through BorrowDirect. Please contact your institution’s interlibrary loan office for further assistance.
    Electronic Book
  2. 2
    The family office book investing capital for the ultra-affluent /
    by Wilson, Richard C
    Published 2012

    This item is not available through BorrowDirect. Please contact your institution’s interlibrary loan office for further assistance.
    Electronic Book
  3. 3
    The New Wealth Management The Financial Advisors Guide to Managing and Investing Client Assets
    by Evensky, Harold
    Published 2011

    This item is not available through BorrowDirect. Please contact your institution’s interlibrary loan office for further assistance.
    Electronic Book
  4. 4
    Conceptions of professionalism : meaningful standards in financial planning /
    by Bruce, Ken
    Published 2016

    This item is not available through BorrowDirect. Please contact your institution’s interlibrary loan office for further assistance.
    Book
  5. 5
    Professional liability pitfalls for financial planners /
    by Toman-Cubbage, Cheryl
    Published 1988

    Book
  6. 6
    Right Way to Hire Financial Help : A Complete Guide to Choosing and Managing Brokers, Financial Planners, Insurance Agents, Lawyers, Tax Preparers, Bankers and Real Estate Agents
    by Jaffe, Charles A
    Published 1998

    This item is not available through BorrowDirect. Please contact your institution’s interlibrary loan office for further assistance.
    Book
  7. 7
    Financial literacy a federal certification process for providers would pose challenges : report to congressional committees
    Published 2011

    This item is not available through BorrowDirect. Please contact your institution’s interlibrary loan office for further assistance.
    Government Document Electronic Book
  8. 8
    A review of integrated financial services and regulation of financial planners /
    Published 1989

    Book
  9. 9
    Broker-dealer and adviser regulatory compliance forum 2010 /
    Published 2010

    This item is not available through BorrowDirect. Please contact your institution’s interlibrary loan office for further assistance.
    Book
  10. 10
    Present law and analysis relating to tax treatment of partnership carried interests scheduled for a public hearing before the Senate Committee on Finance on July 11, 2007 /
    Published 2007

    This item is not available through BorrowDirect. Please contact your institution’s interlibrary loan office for further assistance.
    Government Document Electronic Book
  11. 11
    Present law and analysis relating to tax treatment of partnership carried interests : scheduled for a public hearing before the Senate Committee on Finance on July 11, 2007 /
    Published 2007

    This item is not available through BorrowDirect. Please contact your institution’s interlibrary loan office for further assistance.
    Government Document Book
  12. 12
    Pound foolish : exposing the dark side of the personal finance industry /
    by Olen, Helaine, Olen, Helaine
    Published 2013

    Book
  13. 13
    Advisors seeking knowledge : a comprehensive guide to succession and estate planning /
    Published 2013

    Book
  14. 14
    know your financial adviser
    Published 2013

    This item is not available through BorrowDirect. Please contact your institution’s interlibrary loan office for further assistance.
    Government Document Electronic Book
  15. 15
    Securities and Exchange Commission alternative criteria for qualifying as an accredited investor should be considered : report to congressional committees
    Published 2013

    This item is not available through BorrowDirect. Please contact your institution’s interlibrary loan office for further assistance.
    Government Document Electronic Book
  16. 16
    Serving the individual investor : Boston, Massachusetts, April 27, 1988 /
    Published 1988

    Book
  17. 17
    Practice made perfect : the discipline of business management for financial advisers /

    Book
  18. 18
    The financial planner's desk reference : a glossary of terms
    Published 1993

    This item is not available through BorrowDirect. Please contact your institution’s interlibrary loan office for further assistance.
    Book
  19. 19
    AIMR societies and chapters directory /

    This item is not available through BorrowDirect. Please contact your institution’s interlibrary loan office for further assistance.
    Serial
  20. 20
    In search of the perfect model : the distinctive business strategies of leading financial planners /
    by Rowland, Mary, Rowland, Mary
    Published 2004

    Book
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