ENGLISH

Wealth Management

By Robert Gordon , Jeffrey E. Horvitz , Derek A. Sasveld , Martin Silfen , Jarrod W. Wilcox , Sean Sebold , Joseph E. Maxwell

Book information

Publisher
CFA Institute
Year
2005
ISBN
193249541X, 9781932495416
Open Library ID
OL9393368M
Language
english
Format
PDF
Filesize
661 kB (676541 bytes)
Pages
64\64
Scanned
yes
Time added
2011-08-31 04:54:40

Description

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.

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