Managed Account Solutions Handbook Chapter 4 Custom Reprint
Title | Managed Account Solutions Handbook Chapter 4 Custom Reprint PDF eBook |
Author | Gresham |
Publisher | |
Pages | 18 |
Release | 2008-08-06 |
Genre | |
ISBN | 9780470410714 |
The New Managed Account Solutions Handbook
Title | The New Managed Account Solutions Handbook PDF eBook |
Author | Stephen D. Gresham |
Publisher | John Wiley & Sons |
Pages | 240 |
Release | 2007-10-26 |
Genre | Business & Economics |
ISBN | 0470222786 |
Industry experts share their insight and tell you why: Unified managed accounts represent the future of the managed money industry. "No other platform offers so many options and can be customized to meet the needs of so many different types of investors," says one of the nation's most prominent money managers. "We are able to address a wide variety of investment needs with a single product." (Chapter Mutual fund wrap accounts are enjoying a resurgence in popularity. "With mutual fund advisory accounts, advisors can develop a consolidated strategy for their clients utilizing mutual funds," explains one top executive at a leading investment bank. "Investors know that proper asset allocation produces better results." (Chapter 3) Exchange-traded funds have exploded in popularity with clients and advisors. "ETFs have changed the landscape by offering financial advisors a new way to diversify their clients' portfolios," says the national sales manager of one of the world's largest ETF providers. "Advisors can fully diversify across all asset classes." (Chapter 4) Client demand is fueling the growth of alternative investments. "Larger clients are asking for these types of investments," says one director of investment consulting solutions at one of America's largest banks. "Diversification to minimize risk is the key incentive for adding alternative investments to a portfolio." (Chapter 4) They'll also teach you how to: Determine if managed account solutions are right for you, your practice, and your clients Transform your financial advisory practice into a wealth management business Differentiate yourself from other advisors Develop a recurring revenue stream that will enable you to grow your business Attract new clients and capture additional assets from existing clients Conduct successful client meetings and host seminars that get results Position yourself as a provider of managed account solutions and partner effectively with other advisors, allied professionals, and the media
The Greenhouse Gas Protocol
Title | The Greenhouse Gas Protocol PDF eBook |
Author | |
Publisher | World Business Pub. |
Pages | 0 |
Release | 2004 |
Genre | Business enterprises |
ISBN | 9781569735688 |
The GHG Protocol Corporate Accounting and Reporting Standard helps companies and other organizations to identify, calculate, and report GHG emissions. It is designed to set the standard for accurate, complete, consistent, relevant and transparent accounting and reporting of GHG emissions.
Model Rules of Professional Conduct
Title | Model Rules of Professional Conduct PDF eBook |
Author | American Bar Association. House of Delegates |
Publisher | American Bar Association |
Pages | 216 |
Release | 2007 |
Genre | Law |
ISBN | 9781590318737 |
The Model Rules of Professional Conduct provides an up-to-date resource for information on legal ethics. Federal, state and local courts in all jurisdictions look to the Rules for guidance in solving lawyer malpractice cases, disciplinary actions, disqualification issues, sanctions questions and much more. In this volume, black-letter Rules of Professional Conduct are followed by numbered Comments that explain each Rule's purpose and provide suggestions for its practical application. The Rules will help you identify proper conduct in a variety of given situations, review those instances where discretionary action is possible, and define the nature of the relationship between you and your clients, colleagues and the courts.
Manual of Regulations and Procedures for Federal Radio Frequency Management
Title | Manual of Regulations and Procedures for Federal Radio Frequency Management PDF eBook |
Author | United States. National Telecommunications and Information Administration |
Publisher | U.S. Government Printing Office |
Pages | 984 |
Release | 1995 |
Genre | Law |
ISBN |
Microsoft SharePoint 2007 For Dummies
Title | Microsoft SharePoint 2007 For Dummies PDF eBook |
Author | Vanessa L. Williams |
Publisher | John Wiley & Sons |
Pages | 458 |
Release | 2011-02-08 |
Genre | Computers |
ISBN | 1118051203 |
Microsoft SharePoint now has a 10 percent share of the portal market, and the new release, which features enhanced integration with Office 2007, is sure to give SharePoint a boost Offers clear instructions and soup-to-nuts coverage of this complex product, focusing instead on practical solutions to real-world SharePoint challenges Features tips, tricks, and techniques for administrators who need to install and configure a SharePoint portal as well as ordinary users who need to populate and maintain the portal and use it for collaborative projects Topics covered include setting up a SharePoint portal, matching SharePoint to business needs, managing portal content, branding, collaborating on SharePoint sites, using a portal to improve employee relations and marketing, putting expense reports and other interactive forms on a portal, and monitoring and backing up SharePoint
Beginning SharePoint 2010 Administration
Title | Beginning SharePoint 2010 Administration PDF eBook |
Author | Göran Husman |
Publisher | John Wiley & Sons |
Pages | 166 |
Release | 2010-08-03 |
Genre | Computers |
ISBN | 0470930381 |
Written by a four-time SharePoint MVP, this book examines the differences between SharePoint Foundation (SPF) and SharePoint Server (SPS). Appropriate for consultants and IT professionals who need to understand how to plan, implement, and configure SharePoint, administrators and the support team that must know how to manage SharePoint, IT managers and project leaders, it assumes no previous knowledge of SharePoint. The version adds full integration support for Microsoft Office 2010 and Visio 2010, Microsoft’s new FAST search, and mobile and Groove client support.