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Financial Advisor Operating &/or Partnership Agreements:
The Legal Document Amongst Shareholders
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Recently Released!!!
Date Published: March 11, 2020
Summary PowerPoint Deck: 37 Slides
Reference PowerPoint Deck: 116 Slides
The purpose of this research is to provide readers with a comprehensive understanding of financial advisor operating &/or partnership agreements, which include shareholder responsibilities and partner responsibilities. This topic is one in Tiburon's financial advisor planning & documents series.
This research begins with a review of the evolution of financial advisor operating &/or partnership agreements, including their history across several phases, including:
- Early Phase
- Haphazard Growth Phase
- Formalization Phase
This research defines distinct parts of operating agreements, including:
- By Laws
- Operating Agreements
- Partnership Agreements
This research supports several conclusions for financial advisor operating agreements, including:
- Increasingly Sophisticated Financial Advisor Partner & Principal Agreements
- Evolving Financial Advisor Operating &/or Partnership Agreements
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