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Business, 12.08.2020 04:01 glowbaby123

Matt, a registered investment adviser, operates an office down the hall from Jane, a CPA. Because Jane has no interest in portfolio management, she frequently refers her clients to Matt for investment advice. When one of Jane's client signs a letter of engagement with Matt, Matt sends Jane a $200 referral fee. This occurred 5 times in the previous year. This situation is

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Matt, a registered investment adviser, operates an office down the hall from Jane, a CPA. Because Ja...

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