9781879087538: Managing Assets for Individual Investors

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 investment policy statement.

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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
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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 Trac
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Bhatia, Sanjiv; Hokenson, Richard F.; Pottruck, David S.; Williams, Eliot P.; Winter, Alison S.; Oster, Maureen J. Busby; Lutschaunig, Art; Wyatt, Jeanie Rabke; Helsom, Frank E.; Tracey S. Seymour, James P. Garland, David L. Mead, Paul E. Tebbets, William R.
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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 Trac
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Book Description CFA Institute, 1995. Paperback. Book Condition: Brand New. 101 pages. 10.70x8.30x0.30 inches. In Stock. Bookseller Inventory # 1879087537

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