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Title details for The New Managed Account Solutions Handbook by Stephen D. Gresham - Available

The New Managed Account Solutions Handbook

How to Build Your Financial Advisory Practice Using Managed Account Solutions

by Stephen D. Gresham
Arlen S. Oransky

eBook

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 t...


Expand title description text
Publisher: Wiley

Kindle Book

  • Release date: January 25, 2008

PDF eBook

  • ISBN: 9780470228296
  • File size: 2628 KB
  • Release date: January 18, 2008

Formats

Kindle Book
PDF eBook

Languages

English

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 t...


Expand title description text