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PLDWNONPROFIT
ORGANIZATIONS client advisory:
FINANCIAL ACCOUNTABILITY AND THE
NONPROFIT ORGANIZATION Congress has enacted very complex legislation to improve
financial accountability of public companies
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Client advisory is a document that provides advice or recommendations to a client regarding financial matters.
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Financial institutions, investment advisors, and other professionals who provide financial advice to clients are required to file client advisory.
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The purpose of client advisory is to educate and inform clients about their financial options and help them make informed decisions.
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Client advisory should include information about the client's financial situation, goals, risk tolerance, and investment recommendations.
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