TY  - BOOK
AU  - Gresham,Stephen D.
AU  - Oransky,Arlen S.
AU  - Gresham,Stephen D.
TI  - The new managed account solutions handbook: how to build your financial advisory practice using managed account solutions 
SN  - 9781119161608
AV  - HG179.5 .G742 2008
U1  - 332.6 22
PY  - 2008///
CY  - Hoboken, N.J.
PB  - Wiley
KW  - Financial planners
KW  - Handbooks, manuals, etc
KW  - Investment advisors
KW  - Portfolio management
KW  - fast
KW  - Handbooks and manuals
N1  - 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
N2  - "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
ER  -