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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| Tác giả chính: | |
|---|---|
| Định dạng: | Sách |
| Ngôn ngữ: | Undetermined |
| Được phát hành: |
Hoboken, N.J.
Wiley
2008
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| Những chủ đề: | |
| Các nhãn: |
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| Thư viện lưu trữ: | Trung tâm Học liệu Trường Đại học Cần Thơ |
|---|
| LEADER | 01156nam a2200217Ia 4500 | ||
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| 008 | 210402s9999 xx 000 0 und d | ||
| 020 | |c 39.95 | ||
| 082 | |a 332.6 | ||
| 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 | ||