عنوان
پدید آورنده
موضوع
رده
HG179.5 .G742 2008eb
HG179
.
5
.
G742
2008eb
کتابخانه
محل استقرار
0470228296
1281100161
9780470228296
9781281100160
0470222786
9780470222782
b704459
The new managed account solutions handbook :
[Book]
how to build your financial advisory practice using managed account solutions /
Stephen D. Gresham, Arlen S. Oransky.
Hoboken, N.J. :
Wiley,
©2008.
1 online resource (xii, 228 pages) :
illustrations
Revised edition of: The managed account handbook. c2002.
Includes bibliographical references (pages 217-221) and index.
The New Managed Account Solutions Handbook; Contents; Foreword; Preface; Acknowledgments; Chapter 1: The Evolution of Managed Accounts; Chapter 2: The Revolution of Unified Managed Accounts; Chapter 3: Mutual Fund Advisory Accounts; Chapter 4: Alternative Investments; Chapter 5: Key Benefits of Managed Accounts and Recurring Revenues; Chapter 6: How to Tell If Managed Account Solutions Are Right for Your Practice; Chapter 7: Transforming Your Practice into a Wealth Management Business; Chapter 8: Developing Your Managed Account Solutions Business.
Chapter 9: Positioning Yourself as a Solutions ProviderChapter 10: Attracting and Retaining Clients; Chapter 11: Building on Your Success; Chapter 12: The Future of Managed Account Solutions; Epilogue: This Isn't Your Father's Advisory Practice; Appendix A: Sample Business Plan; Appendix B: Manager Evaluation Formulas and Ratios; Appendix C: Sample Investment Policy Statement; Appendix D: Seminar Checklist and Sample Invitations; Advisor's Resource Guide; Index.
0
8
Industry experts share their insight and tell you why:. Unified managed accounts represent the future of the managed. money industry. "No other platform offers so many options and can be customized to meet the needs of so many different types of investors," says one of the nation's most prominent money managers. "We are able to address a wide variety of investment needs with a single product." (Chapter Mutual fund wrap accounts are enjoying a resurgence in popularity. "With mutual fund advisory accounts, advisors can develop a consolidated strategy for their clients ut.
OverDrive, Inc.
OverDrive, Inc.
7B2CC6A5-4C62-447A-B591-4A8DF519D5FF
New managed account solutions handbook.
0470222786
Financial planners, Handbooks, manuals, etc.
Investment advisors, Handbooks, manuals, etc.
Portfolio management.
BUSINESS & ECONOMICS-- Investments & Securities-- General.
Financial planners.
Investment advisors.
Portfolio management.
BUS-- 036000
KF
332
.
6
22
HG179
.
5
.
G742
2008eb
Gresham, Stephen D.
Gresham, Stephen D.
Oransky, Arlen S.,1956-
20201207195446.0
pn
مطالعه متن کتاب [Book]
Y
