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Wealth Management
Wealth Management
Author: Derek A. Sasveld, Martin Silfen, Jeffrey E. Horvitz, Robert Gordon, Jarrod W. Wilcox, Sean Sebold, Joseph E. Maxwell
Wealth Management addresses the complex and sophisticated needs of the private client market. The topics in this proceedings, accordingly, cut a broad swath through some of the most pressing issues, such as asset allocation, asset location, tax management, and client reporting.
ISBN-13: 9781932495416
ISBN-10: 193249541X
Publication Date: 10/17/2005
Pages: 64
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Publisher: CFA Institute
Book Type: Paperback
Members Wishing: 0
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