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| June 5, 2016

Question
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http://www.biv.com/article/20111206/BIV0312/312069878/-1/BIV/weighing-the-pros-and-cons-of-discretionary-investment-accounts-for

Make a persuasive argument regarding what qualifications an advisor should have before signing clients for discretionary brokerage services. Should there be a minimum number of years of experience? Should there be a particular license or training requirement? Why? Should there be a high level or low level of regulation? Why? What else should the advisor know before taking on discretionary accounts?

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