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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Bibliographic Details
Main Author: Gresham, Stephen D.
Format: Book
Language:Undetermined
Published: Hoboken, N.J. Wiley 2008
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Institutions: Trung tâm Học liệu Trường Đại học Cần Thơ