The Advisor Advantage: Creating Value in the Client-Advisory Relationship, Crager Bill, Hummel Jay

Автор: Martin Bill
Название: The Smart Financial Advisor: How Financial Advisors Can Thrive by Embracing Fintech and Goals-Based Investing
ISBN: 0857195832 ISBN-13(EAN): 9780857195838
Издательство: Pan Macmillan
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Цена: 3465.00 р.
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Описание: Improving client outcomes with goals-based investing

Автор: Caterina Cruciani
Название: Investor Decision-Making and the Role of the Financial Advisor
ISBN: 3319682334 ISBN-13(EAN): 9783319682334
Издательство: Springer
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Цена: 6707.00 р.
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Описание: This book looks at financial advisory from a behavioural perspective, and focuses on how the nature of the relationship between advisors and clients may affect the ability of the advisor to perform its functions.

Автор: Boston Institut
Название: The Boston Institute of Finance Mutual Fund Advisor Course - Series 6 and Series 63 Test Prep
ISBN: 0471712345 ISBN-13(EAN): 9780471712343
Издательство: Wiley
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Цена: 3958.00 р.
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Описание: Access the industry`s premier print study guide and the industry`s premier online test--prep materials with this unique package. The study guide consists of seven chapters, which parallel the content of the exams. Each chapter includes review questions and provides the core knowledge necessary to pass the exams.