Product Description
WEALTH MANAGEMENT: A Concise Guide to Financial Planning and Investment Management for Wealthy Clients offers the insights of one of today’s top wealth management professionals–Tim Kochis, J.D., M.B.A., CFP–and his firm, Kochis Fitz. The concise discussion reflects the tremendous experience gained in successfully serving thousands of elite clients. Financial planners, accountants, lawyers, brokers and portfolio managers who are looking to serve high net worth and… More >>
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This book has two themes: Private Banking and investment decisions regarding Structural Financial Products. Dr. Dimitris Chorafas examines in a rigorous way whether structured financial products are advisable investments for retail and institutional investors and, if yes, which risks they entail. As our society becomes increasingly affluent, and state-supported pension schemes find it difficult to survive, a growing number of high net-worth individuals, and families… More >>
Wealth Management: Private Banking, Investment Decisions, and Structured Financial Products
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Investing & Wealth Management
DVD & Compact Disc
Increase your wealth and financial stability with more than 18 hours of productivity tools on 12 audio CDs and six DVDs featuring renowned experts Bob Proctor, Jim Rohn, Brian Tracy, Chris Widener, Mark Victor Hansen and more! Harness your potential with easy-to-absorb tutorials, specific guidance and skill-building tips from leading career coaches. Transfer the Smarter in Minutes productivity CDs to your… More >>
Smarter in Minutes – Investing & Wealth Management – Achieve Financial Freedom in Minutes A Day
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Praise for The New Financial Advisor“For those of us who are working day to day on the frontier of wealth management, Scott Budge has done a remarkable job of mapping out this new territory–helping families achieve life outcomes. Budge’s book is a valuable primer for advisors who are ready to embrace the psychological aspects of their role with families as a complement to their financial expertise.”
–Dirk Junge, Chairman and CEO, Pitcairn”At the time whe… More >>
The New Financial Advisor: Strategies for Successful Family Wealth Management
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“Harold’s diligent and scholarly approach to investing theory makes Wealth Management a thoughtful book that should be on every advisor’s reading list.”–Charles R. Schwab, Chairman & CEO, The Charles Schwab Corporation. Wealth Management outlines the current state-of-the-art in financial planning, and describes respected financial planning speaker and author Harold Evensky’s effective, optimal asset allocation policy that is designed to account for each client’s … More >>
Wealth Management: The Financial Advisor’s Guide to Investing and Managing Client Assets
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Mainstay reference guide for wealth management, newly updated for today’s investment landscapeFor over a decade, The New Wealth Management: The Financial Advisor’s Guide to Managing and Investing Client Assets has provided financial planners with detailed, step-by-step guidance on developing an optimal asset allocation policy for their clients. And, it did so without resorting to simplistic model portfolios, such as lifecycle models or black box solutions. Today, wh… More >>
The New Wealth Management: The Financial Advisors Guide to Managing and Investing Client Assets
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The last 30 years have witnessed stock market booms and busts, economic prosperity and downturns, various presidential administrations, and technological revolutions. Through it all, Victor Hallman and Jerry Rosenbloom’s classic guidebook, which previously was titled Personal Financial Planning in its first through seventh edition, has retained its status as the most accurate and up-to-date resource to help Americans protect their futures by invest… More >>
Private Wealth Management: The Complete Reference for the Personal Financial Planner