What steps are needed to managing OPM
April 23, 2009 7:03 PM Subscribe
What are the steps towards managing other people's money?
posted by erd0c to work & money (8 answers total) 1 user marked this as a favorite
I've been asked to manage other people's money (family and friends) and to act as a fiduciary. What are the responsible acts that need to occur for me to do so? In addition, I do not have a business degree. I do have an opportunity to return to school and obtain an MS in finance or anything else, or get my MBA. This may sound a large undertaking, but this is the first step in a long journey. Thanks.