Books for Prep

Managing Assets for Individual Investors

by: 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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Binding: Paperback
EAN: 9781879087538
ISBN: 1879087537
Label: AIMR (CFA Institute)
Manufacturer: AIMR (CFA Institute)
Number Of Items: 1
Number Of Pages: 101
Publication Date: 1995-10
Publisher: AIMR (CFA Institute)
Studio: AIMR (CFA Institute)

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Editorial Review:

Product Description:
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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