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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主要作者: Gresham, Stephen D.
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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