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The New Managed Account Solutions Handbook: How to Build Your Financial Advisory Practice Using Managed Account Solutions

Stephen D. Gresham, Arlen S. Oransky




[PDF.jn03] The New Managed Account Solutions Handbook: How to Build Your Financial Advisory Practice Using Managed Account Solutions

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 | #1702939 in eBooks |  2009-05-18 |  2009-05-18 | File type: PDF

||4 of 4 people found the following review helpful.| A Must Read for Our Industry|By Michael Sakraida|While Mssrs. Gresham and Oransky have oriented this great book toward helping financial advisors, it is a must read for those who sell services to these advisors. New and experienced wholesalers, alike, should come away with ideas on how to be a better value-added resource to their advisor clients.
Specifically, here is wha| |"A financial advisor catering to high net-worth individuals is advised to have a copy of 'The New Managed Account Solutions Handbook', on his desk! Fund Structures, November 2016|From the Inside Flap||While the amount of

Industry experts share their insight and tell you why:

Unified managed accounts represent the future of the managed

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"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 en...

You can specify the type of files you want, for your gadget.The New Managed Account Solutions Handbook: How to Build Your Financial Advisory Practice Using Managed Account Solutions   |  Stephen D. Gresham, Arlen S. Oransky. A good, fresh read, highly recommended.

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