Private Wealth: Wealth Management In Practice (CFA Institute Investment Perspectives) (Hardcover)

By admin, on April 3rd, 2010%

Private Wealth: Wealth Management In Practice (CFA Institute Investment Perspectives)

An in-depth examination of today’s most important wealth management issues Managing the assets of high-net-worth individuals has become a core business specialty for investment and financial advisors worldwide. Keeping abreast of the latest research in this field is paramount. That’s why Private Wealth, the inaugural offering in the CFA Institute Investment Perspectives series has been created. As a sister series to the globally successful CFA Institute Investment Series, (more…)

Post to Twitter

Leave a comment   Wealth Management   , , , , , , ,  

Wealth Management in the New Economy: Investor Strategies for Growing, Protecting and Transferring Wealth (Hardcover)

By admin, on April 3rd, 2010%

Wealth Management in the New Economy: Investor Strategies for Growing, Protecting and Transferring Wealth

Review

In Norm Mindel’s Wealth Management in the New Economy, he expounds a model of wealth management that goes beyond just chasing returns, while pointing up the flaws and myths inherent in many popular strategies. It’s worthwhile advice. –webCPA (added by author)

A practical guide to managing wealth in modern times Wealth Management in the New Economy addresses a wide array of wealth management topics and established financial theories. Author Norber (more…)

Post to Twitter

Leave a comment   Wealth Management   , , , , , , , ,