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Periodical

Small custodians, big business.

Subjects: *Big business; *Investment advisors; *Business planning

  • Source: Financial Planning. Apr2021, Vol. 51 Issue 3, p22-27. 6p. 3 Color Photographs, 1 Graph.

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Periodical

TOP 150 RIA FIRMS.

Subjects: *Business enterprises; *Investment advisors; *Wealth management services

  • Source: Financial Planning. Oct2020, Vol. 50 Issue 9, p24-28. 5p. 1 Chart.

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Periodical

Building your CAS tech stack.

Subjects: *Business success; *Unaudited financial statements; *Business planning

  • Source: Accounting Today. Feb2021, Vol. 35 Issue 2, p18-26. 5p. 2 Color Photographs.

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Periodical

Hurry up ... and wait.

Subjects: *Coronavirus Aid, Relief, & Economic Security Act (U.S.); *Business planning; *COVID-19 pandemic

  • Source: Accounting Today. Jan2021, Vol. 35 Issue 1, p11-29. 4p. 2 Color Photographs.

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Periodical

Let's Get Small.

Subjects: *Government aid to small business; *Financial leverage; *Government policy

  • Source: American Banker Magazine. Jan/Feb2021, Vol. 131 Issue 1, p10-19. 10p. 5 Color Photographs.

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Periodical

Retirement risks amid pandemic bankruptcies.

Subjects: *Bankruptcy; *Business failures; *Retirement

  • Source: Financial Planning. Oct2020, Vol. 50 Issue 9, p33-35. 3p. 2 Color Photographs.

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Periodical

THE 2021 REGIONAL LEADERS.

Subjects: *Sale of business enterprises; *Accounting firms

  • Source: Accounting Today. Mar2021 Supplement, p24-33. 10p. 1 Chart, 1 Map.

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Periodical

M&A watch.

Subjects: *Business consultants; Expert evidence

  • Source: Accounting Today. Feb2021, Vol. 35 Issue 2, p32-37. 4p.

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