Managing Assets for Individual Investors: Proceedings of the Aimr Seminar Managing Assets for Individual Investors February 28-March 1, 1995, Chicago Nancy C. Smith

ISBN: 9781879087538

Published: October 1st 1995

Paperback

94 pages


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Managing Assets for Individual Investors: Proceedings of the Aimr Seminar Managing Assets for Individual Investors February 28-March 1, 1995, Chicago  by  Nancy C. Smith

Managing Assets for Individual Investors: Proceedings of the Aimr Seminar Managing Assets for Individual Investors February 28-March 1, 1995, Chicago by Nancy C. Smith
October 1st 1995 | Paperback | PDF, EPUB, FB2, DjVu, talking book, mp3, ZIP | 94 pages | ISBN: 9781879087538 | 10.41 Mb

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,MoreThis 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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