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Managing Assets for Individual Investors
Managing Assets for Individual Investors
Author: Sanjiv Bhatia, Richard F. Hokenson, David S. Pottruck, Eliot P. Williams, Alison S. Winter, Maureen J. Busby Oster, Art Lutschaunig, Jeanie Rabke Wyatt, Frank E. Helsom, James P. Garland, David L. Mead, Paul E. Tebbets, William R. Levy, Joan E. Boros Tracey S. Seymour
This proceedings focuses on how best to serve individual clients in an environment of demographic changes, changing technological capabilities, and an increasing array of financial instruments. The presentations reinforce the importance of knowing, educating, and communicating with clients and of careful preparation and monitoring of the investm...  more »
ISBN-13: 9781879087538
ISBN-10: 1879087537
Pages: 101
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Publisher: AIMR (CFA Institute)
Book Type: Paperback
Members Wishing: 0
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