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The new managed account solutions handbook : how to build your financial advisory practice using managed account solutions

Author: Stephen D Gresham; Arlen S Oransky
Publisher: Hoboken, N.J. : Wiley, ©2008.
Edition/Format:   Print book : EnglishView all editions and formats
Summary:
"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  Read more...
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Genre/Form: Handbooks and manuals
Handbooks, manuals, etc
Material Type: Internet resource
Document Type: Book, Internet Resource
All Authors / Contributors: Stephen D Gresham; Arlen S Oransky
ISBN: 9780470222782 0470222786
OCLC Number: 163594086
Notes: Revised edition of: The managed account handbook. c2002.
Description: xii, 228 pages : illustrations ; 26 cm
Contents: Ch. 1. The Evolution of Managed Accounts --
Ch. 2. The Revolution of Unified Managed Accounts --
Ch. 3. Mutual Fund Advisory Accounts --
Ch. 4. Alternative Investments --
Ch. 5. Key Benefits of Managed Accounts and Recurring Revenues --
Ch. 6. How to Tell If Managed Account Solutions Are Right for Your Practice --
Ch. 7. Transforming Your Practice into a Wealth Management Business --
Ch. 8. Developing Your Managed Account Solutions Business --
Ch. 9. Positioning Yourself as a Solutions Provider --
Ch. 10. Attracting and Retaining Clients --
Ch. 11. Building on Your Success --
Ch. 12. The Future of Managed Account Solutions --
Epilogue: This Isn't Your Father's Advisory Practice --
App. A. Sample Business Plan.
Responsibility: Stephen D. Gresham, Arlen S. Oransky.
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Abstract:

Industry experts share their insight and tell you why: Unified managed accounts represent the future of the managed money industry. "No other platform offers so many options and can be  Read more...

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