|
" The new managed account solutions handbook : "
Stephen D. Gresham, Arlen S. Oransky.
| Document Type
|
:
|
BL
|
| Record Number
|
:
|
950089
|
| Doc. No
|
:
|
b704459
|
| Main Entry
|
:
|
Gresham, Stephen D.
|
| Title & Author
|
:
|
The new managed account solutions handbook : : how to build your financial advisory practice using managed account solutions /\ Stephen D. Gresham, Arlen S. Oransky.
|
| Publication Statement
|
:
|
Hoboken, N.J. :: Wiley,, ©2008.
|
| Page. NO
|
:
|
1 online resource (xii, 228 pages) :: illustrations
|
| ISBN
|
:
|
0470228296
|
|
|
:
|
: 1281100161
|
|
|
:
|
: 9780470228296
|
|
|
:
|
: 9781281100160
|
|
|
:
|
0470222786
|
|
|
:
|
9780470222782
|
| Notes
|
:
|
Revised edition of: The managed account handbook. c2002.
|
| Bibliographies/Indexes
|
:
|
Includes bibliographical references (pages 217-221) and index.
|
| Contents
|
:
|
The New Managed Account Solutions Handbook; Contents; Foreword; Preface; Acknowledgments; Chapter 1: The Evolution of Managed Accounts; Chapter 2: The Revolution of Unified Managed Accounts; Chapter 3: Mutual Fund Advisory Accounts; Chapter 4: Alternative Investments; Chapter 5: Key Benefits of Managed Accounts and Recurring Revenues; Chapter 6: How to Tell If Managed Account Solutions Are Right for Your Practice; Chapter 7: Transforming Your Practice into a Wealth Management Business; Chapter 8: Developing Your Managed Account Solutions Business.
|
|
|
:
|
Chapter 9: Positioning Yourself as a Solutions ProviderChapter 10: Attracting and Retaining Clients; Chapter 11: Building on Your Success; Chapter 12: The Future of Managed Account Solutions; Epilogue: This Isn't Your Father's Advisory Practice; Appendix A: Sample Business Plan; Appendix B: Manager Evaluation Formulas and Ratios; Appendix C: Sample Investment Policy Statement; Appendix D: Seminar Checklist and Sample Invitations; Advisor's Resource Guide; Index.
|
| 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 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 ut.
|
| Subject
|
:
|
Financial planners, Handbooks, manuals, etc.
|
| Subject
|
:
|
Investment advisors, Handbooks, manuals, etc.
|
| Subject
|
:
|
Portfolio management.
|
| Subject
|
:
|
BUSINESS ECONOMICS-- Investments Securities-- General.
|
| Subject
|
:
|
Financial planners.
|
| Subject
|
:
|
Investment advisors.
|
| Subject
|
:
|
Portfolio management.
|
| Dewey Classification
|
:
|
332.6
|
| LC Classification
|
:
|
HG179.5.G742 2008eb
|
| Added Entry
|
:
|
Gresham, Stephen D.
|
|
|
:
|
Oransky, Arlen S.,1956-
|
| |