The new managed account solutions handbook : How to build your financial advisory practice using managed account solutions

The New Managed Account Solutions Handbook is the definitive reference guide for wealth managers who want to expand their financial advisory practices, attract high-net-worth clients, and establish recurring revenue streams. With a Foreword by Christopher L. Davis, President of the Money Management...

Descripció completa

Guardat en:
Dades bibliogràfiques
Autor principal: Gresham, Stephen D.
Format: Llibre
Idioma:Undetermined
Publicat: Hoboken, N.J. Wiley 2008
Matèries:
Etiquetes: Afegir etiqueta
Sense etiquetes, Sigues el primer a etiquetar aquest registre!
Thư viện lưu trữ: Trung tâm Học liệu Trường Đại học Cần Thơ