Gresham, Stephen D.
The new managed account solutions handbook : how to build your financial advisory practice using managed account solutions / Stephen D. Gresham, Arlen S. Oransky. - Hoboken, N.J. : Wiley, ©2008. - xii, 228 pages : illustrations ; 26 cm
Revised edition of: The managed account handbook. c2002.
Includes bibliographical references (pages 217-221) and index.
The Evolution of Managed Accounts -- The Revolution of Unified Managed Accounts -- Mutual Fund Advisory Accounts -- Alternative Investments -- Key Benefits of Managed Accounts and Recurring Revenues -- How to Tell If Managed Account Solutions Are Right for Your Practice -- Transforming Your Practice into a Wealth Management Business -- Developing Your Managed Account Solutions Business -- Positioning Yourself as a Solutions Provider -- Attracting and Retaining Clients -- Building on Your Success -- The Future of Managed Account Solutions -- Epilogue: This Isn't Your Father's Advisory Practice -- Sample Business Plan. Ch. 1. Ch. 2. Ch. 3. Ch. 4. Ch. 5. Ch. 6. Ch. 7. Ch. 8. Ch. 9. Ch. 10. Ch. 11. Ch. 12. App. A.
"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 will quickly enhance your understanding of this discipline."--Jacket.
9781119161608
2007032146
Financial planners--Handbooks, manuals, etc.
Investment advisors--Handbooks, manuals, etc.
Portfolio management.
Financial planners.
Investment advisors.
Portfolio management.
Handbooks and manuals.
HG179.5 / .G742 2008
332.6
The new managed account solutions handbook : how to build your financial advisory practice using managed account solutions / Stephen D. Gresham, Arlen S. Oransky. - Hoboken, N.J. : Wiley, ©2008. - xii, 228 pages : illustrations ; 26 cm
Revised edition of: The managed account handbook. c2002.
Includes bibliographical references (pages 217-221) and index.
The Evolution of Managed Accounts -- The Revolution of Unified Managed Accounts -- Mutual Fund Advisory Accounts -- Alternative Investments -- Key Benefits of Managed Accounts and Recurring Revenues -- How to Tell If Managed Account Solutions Are Right for Your Practice -- Transforming Your Practice into a Wealth Management Business -- Developing Your Managed Account Solutions Business -- Positioning Yourself as a Solutions Provider -- Attracting and Retaining Clients -- Building on Your Success -- The Future of Managed Account Solutions -- Epilogue: This Isn't Your Father's Advisory Practice -- Sample Business Plan. Ch. 1. Ch. 2. Ch. 3. Ch. 4. Ch. 5. Ch. 6. Ch. 7. Ch. 8. Ch. 9. Ch. 10. Ch. 11. Ch. 12. App. A.
"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 will quickly enhance your understanding of this discipline."--Jacket.
9781119161608
2007032146
Financial planners--Handbooks, manuals, etc.
Investment advisors--Handbooks, manuals, etc.
Portfolio management.
Financial planners.
Investment advisors.
Portfolio management.
Handbooks and manuals.
HG179.5 / .G742 2008
332.6