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...
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| 格式: | 图书 |
| 语言: | Undetermined |
| 出版: |
Hoboken, N.J.
Wiley
2008
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| Thư viện lưu trữ: | Trung tâm Học liệu Trường Đại học Cần Thơ |
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| 020 | |c 39.95 | ||
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| 082 | |b G831 | ||
| 100 | |a Gresham, Stephen D. | ||
| 245 | 4 | |a The new managed account solutions handbook : | |
| 245 | 0 | |b How to build your financial advisory practice using managed account solutions | |
| 245 | 0 | |c Stephen D. Gresham, Arlen S. Oransky | |
| 260 | |a Hoboken, N.J. | ||
| 260 | |b Wiley | ||
| 260 | |c 2008 | ||
| 520 | |a 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 Institute—the national organization representing the managed account solutions industry—this reliable resource will quickly enhance your understanding of this discipline. | ||
| 650 | |a Financial planners,Investment advisors,Portfolio management | ||
| 904 | |i Giang | ||
| 980 | |a Trung tâm Học liệu Trường Đại học Cần Thơ | ||