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    The new managed account solutions handbook : how to build your financial advisory practice using managed account solutions / Stephen D. Gresham, Arlen S. Oransky.

    By: Gresham, Stephen DContributor(s): Oransky, Arlen S, 1956- | Gresham, Stephen D. Managed account handbookMaterial type: TextTextPublisher: Hoboken, N.J. : Wiley, ©2008Description: xii, 228 pages : illustrations ; 26 cmContent type: text Media type: unmediated Carrier type: volumeISBN: 9781119161608Subject(s): Financial planners -- Handbooks, manuals, etc | Investment advisors -- Handbooks, manuals, etc | Portfolio management | Financial planners | Investment advisors | Portfolio managementGenre/Form: Handbooks and manuals.DDC classification: 332.6 LOC classification: HG179.5 | .G742 2008
    Contents:
    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.
    Review: "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.
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    Revised edition of: The managed account handbook. c2002.

    Includes bibliographical references (pages 217-221) and index.

    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.

    "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.

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