Index
A
Ability testing
Accountability
Accounting
accrual
cash basis
financial statements. See Financial statements
importance of
tax accounting
Accounts payable
Accounts receivable
Accredited Investors
Accrual basis accounting
Acquisition of practices. See Mergers and acquisitions
Adams, Scott
Administrative staff. See also Employees
and client satisfaction
job descriptions
overhead expense
and practice models
and productivity
and workflow management
Advisor-centric operating model
Advisor Group
Affiliation models
advantages and disadvantages of
advisors, implications of model choice
described
and practice management
RIA model
types of
Affiliations, leveraging
AIG
Alignment
compensation with behavior
compensation with business strategy
human ...
