The New Managed Account Solutions Handbook PDF Download
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| Author | : Stephen D. Gresham |
| Publisher | : John Wiley & Sons |
| Total Pages | : 243 |
| Release | : 2008-01-18 |
| Genre | : Business & Economics |
| ISBN | : 0470228296 |
Download The New Managed Account Solutions Handbook Book in PDF, ePub and Kindle
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 customized to meet the needs of so many different types of investors," says one of the nation's most prominent money managers. "We are able to address a wide variety of investment needs with a single product." (Chapter Mutual fund wrap accounts are enjoying a resurgence in popularity. "With mutual fund advisory accounts, advisors can develop a consolidated strategy for their clients utilizing mutual funds," explains one top executive at a leading investment bank. "Investors know that proper asset allocation produces better results." (Chapter 3) Exchange-traded funds have exploded in popularity with clients and advisors. "ETFs have changed the landscape by offering financial advisors a new way to diversify their clients' portfolios," says the national sales manager of one of the world's largest ETF providers. "Advisors can fully diversify across all asset classes." (Chapter 4) Client demand is fueling the growth of alternative investments. "Larger clients are asking for these types of investments," says one director of investment consulting solutions at one of America's largest banks. "Diversification to minimize risk is the key incentive for adding alternative investments to a portfolio." (Chapter 4) They'll also teach you how to: * Determine if managed account solutions are right for you, your practice, and your clients * Transform your financial advisory practice into a wealth management business * Differentiate yourself from other advisors * Develop a recurring revenue stream that will enable you to grow your business * Attract new clients and capture additional assets from existing clients * Conduct successful client meetings and host seminars that get results * Position yourself as a provider of managed account solutions and partner effectively with other advisors, allied professionals, and the media
| Author | : Stephen D. Gresham |
| Publisher | : Wiley |
| Total Pages | : 0 |
| Release | : 2007-10-22 |
| Genre | : Business & Economics |
| ISBN | : 9781119161608 |
Download The New Managed Account Solutions Handbook Book in PDF, ePub and Kindle
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 customized to meet the needs of so many different types of investors," says one of the nation's most prominent money managers. "We are able to address a wide variety of investment needs with a single product." (Chapter 2) Mutual fund wrap accounts are enjoying a resurgence in popularity. "With mutual fund advisory accounts, advisors can develop a consolidated strategy for their clients utilizing mutual funds," explains one top executive at a leading investment bank. "Investors know that proper asset allocation produces better results." (Chapter 3) Exchange-traded funds have exploded in popularity with clients and advisors. "ETFs have changed the landscape by offering financial advisors a new way to diversify their clients' portfolios," says the national sales manager of one of the world's largest ETF providers. "Advisors can fully diversify across all asset classes." (Chapter 4) Client demand is fueling the growth of alternative investments. "Larger clients are asking for these types of investments," says one director of investment consulting solutions at one of America's largest banks. "Diversification to minimize risk is the key incentive for adding alternative investments to a portfolio." (Chapter 4) They'll also teach you how to: Determine if managed account solutions are right for you, your practice, and your clients Transform your financial advisory practice into a wealth management business Differentiate yourself from other advisors Develop a recurring revenue stream that will enable you to grow your business Attract new clients and capture additional assets from existing clients Conduct successful client meetings and host seminars that get results Position yourself as a provider of managed account solutions and partner effectively with other advisors, allied professionals, and the media
| Author | : Stephen D. Gresham |
| Publisher | : |
| Total Pages | : 259 |
| Release | : 2002-01-01 |
| Genre | : Financial planners |
| ISBN | : 9780972303309 |
Download The Managed Account Handbook Book in PDF, ePub and Kindle
| Author | : Robert B. Jorgensen |
| Publisher | : John Wiley & Sons |
| Total Pages | : 288 |
| Release | : 2003-02-03 |
| Genre | : Business & Economics |
| ISBN | : 0471455881 |
Download Individually Managed Accounts Book in PDF, ePub and Kindle
The first investor-friendly book on IMAs By 2010 nearly five million households will invest more than $2.6 trillion in individually managed accounts (IMAs). Today nearly $470 billion is invested in IMAs, yet not one book has clearly addressed the topic-until now. Individually Managed Accounts: An Investor's Guide shows investors what IMAs are, how to use them, and the related pros and cons of investing in them compared to other investment alternatives. Robert Jorgensen, CIMA (San Diego, CA), is the founder and CEO of RunMoney. He also founded Lockwood Pacific Investment Group and held senior positions at E. F. Hutton and Salomon Smith Barney. He is a regular speaker at numerous financial forums.
| Author | : Gresham |
| Publisher | : |
| Total Pages | : 18 |
| Release | : 2008-08-06 |
| Genre | : |
| ISBN | : 9780470410714 |
Download Managed Account Solutions Handbook Chapter 4 Custom Reprint Book in PDF, ePub and Kindle
| Author | : Harold Evensky |
| Publisher | : John Wiley & Sons |
| Total Pages | : 480 |
| Release | : 2011-05-03 |
| Genre | : Business & Economics |
| ISBN | : 0470624000 |
Download The New Wealth Management Book in PDF, ePub and Kindle
Mainstay reference guide for wealth management, newly updated for today's investment landscape For 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, while The New Wealth Management still provides a thorough background on investment theories, and includes many ready to use client presentations and questionnaires, the guide is newly updated to meet twenty-first century investment challenges. The book Includes expert updates from Chartered Financial Analyst (CFA) Institute, in addition to the core text of 1997's first edition – endorsed by investment luminaries Charles Schwab and John Bogle Presents an approach that places achieving client objectives ahead of investment vehicles Applicable for self-study or classroom use Now, as in 1997, The New Wealth Management effectively blends investment theory and real world applications. And in today's new investment landscaped, this update to the classic reference is more important than ever.
| Author | : Larry Chambers |
| Publisher | : John Wiley & Sons |
| Total Pages | : 289 |
| Release | : 2003-06-03 |
| Genre | : Business & Economics |
| ISBN | : 0471441457 |
Download J.K. Lasser Pro Separate Account Management Book in PDF, ePub and Kindle
A FINANCIAL ADVISOR'S GUIDE TO A PERSONAL AND FLEXIBLE MONEY MANAGEMENT APPROACH FOR HIGH NET WORTH CLIENTS Twenty years ago separate account management programs (SAMs) were reserved for the sophisticated advisor who only served the very wealthy. Today, SAM programs have become available to most advisors and several layers of the affluent. If you intend to work with affluent clients that demand personal and flexible service, you must have a complete understanding of this approach to money management-and J.K. Lasser Pro Separate Account Management is the perfect guide. Filled with in-depth insights and expert advice, J.K. Lasser Pro Separate Account Management will introduce you to the nuances of separate account management as well as show you how to use this investment vehicle to build your business and help your clients reach their financial goals. This invaluable resource will: * Take the mystery out of providing professional asset management services to a broad cross section of your clients * Educate you about the opportunities and advantages of using separately managed accounts * Provide you with information about how separately managed accounts work as well as who should be in them * Illustrate how you can employ separately managed accounts in your financial advisory practice * Learn how to convert from commission to fees * And much more Filled with practical guidance and vital information, J.K. Lasser Pro Separate Account Management is a valuable road map for financial professionals looking to master this unique approach to managing money.
| Author | : Paul Von Nessen |
| Publisher | : |
| Total Pages | : 255 |
| Release | : 2008 |
| Genre | : Investments |
| ISBN | : 9780455224435 |
Download A Practical Guide to Managed Investments Book in PDF, ePub and Kindle
Provides timely and valuable advice as to how managed investments will need to adapt to comply with the recent legislative changes. The author places the development of the new scheme and compliance requirements in context and explores in detail the essential features of the Act.
| Author | : Roger E. Jones |
| Publisher | : |
| Total Pages | : 112 |
| Release | : 2013-09 |
| Genre | : Management |
| ISBN | : 9781906610593 |
Download Key Account Manager's Pocketbook Book in PDF, ePub and Kindle
The new, 2nd edition of the Key Account Manager's Pocketbook gives practical advice on how to keep and develop important customers, thereby maximising ongoing revenue streams, reducing sales costs, improving investment planning and increasing market knowledge. It opens by describing the key account manager's role and then goes on to describe how to rise up the so-called customer perception ladder, moving from a simple commodity supplier to developing a solid, long-term business partnership with your key customers. The author next explains how to develop the 'key account development plan', how to increase your influence with the decision-maker in your key account (relationship management) and how to win new business. The final chapter runs through the essential steps of key account handling. There are short exercises throughout which, if carried out, will help to reinforce the key learning points.
| Author | : Stephen D. Gresham |
| Publisher | : John Wiley & Sons |
| Total Pages | : 389 |
| Release | : 2011-09-09 |
| Genre | : Business & Economics |
| ISBN | : 111814872X |
Download The New Advisor for Life Book in PDF, ePub and Kindle
Expert advice on building an unshakable foundation as a financial advisor to the elite The revised and updated edition of the definitive guide to growing and maintaining a financial advice firm, The New Advisor for Life explores the fallout of the market crash on up-and-coming advisors. With a particular focus on the generation X and Y concern with debt management and long-term investment, this new edition examines what young investors look for in an advisor. Today, more than ever, insight, analysis, and validation are valued, but to be truly successful, an advisor needs to walk the line between being well-informed but not appearing condescending. What today's investors want in a financial advisor is someone who can cut through the noise and clutter of the financial services industry and the mainstream media Covers the basics, from setting a client's investment goals, selecting complementary investments, and monitoring portfolio balance, to the advanced—developing a personal finance plan for your clients based on their specific needs Steve Gresham presents a 19-point checklist for financial advisors to offer their clients "life advice" Keeping clients engaged is more important than ever, and The New Advisor for Life gives the aspiring financial advisor the secrets to success normally reserved for the country's top firms.
