Описание: Buckle up for the greatest road trips on Earth. This beautiful paperback showcases 50 iconic routes, from Hawaii`s Hana Highway and Vietnam`s Ho Chi Minh Road, to Utah`s National Park Circuit and Germany`s Black Forest High Road. With first-hand accounts, stunning photographs and practical advice, it will inspire all motorists to hit the open road.
Автор: David Berns Название: Modern Asset Allocation for Financial Advisors ISBN: 1119566940 ISBN-13(EAN): 9781119566946 Издательство: Wiley Рейтинг: Цена: 4909.00 р. Наличие на складе: Есть у поставщика Поставка под заказ.
Описание:
An authoritative resource for the wealth management industry that bridges the gap between modern asset allocation solutions and practical implementation
An advanced yet practical dive into the world of asset allocation, Modern Asset Allocation for Wealth Management provides the knowledge financial advisors and their robo-advisor counterparts need to reclaim ownership of the asset allocation component of their fiduciary responsibility. Wealth management practitioners are commonly taught the traditional mean-variance approach in CFA and similar curricula, a method with more limited applicability given the evolution of investment products and our understanding of real-world client preferences. Additionally, financial advisors and researchers typically receive little to no training on how to implement a robust asset allocation framework, a conceptually simple yet practically very challenging task. This timely book offers professional wealth managers and researchers an up-to-date and implementable toolset for managing client portfolios.
The information presented in this book far exceeds the basic models and heuristics most commonly used today, presenting advances in asset allocation that have been isolated to academic and institutional portfolio management settings until now. This rigorous manuscript covers all aspects of creating client portfolios: setting client risk preferences, deciding which assets to include in the portfolio mix, forecasting future asset performance, and running an optimization to set a final allocation. An important resource for all wealth management fiduciaries, this book enables readers to:
Define a rigorous asset allocation framework focused on maximizing the full client utility function while minimizing the effects of estimation errors
Deploy both neo-classical and behavioral elements of client preferences to more accurately establish a client risk profile
Create a systematic framework for justifying which assets should be included in client portfolios
Utilize a regime-based forecasting system that intuitively and self-consistently allows advisors to establish market forecasts
Run optimization methods that respect complex client preferences and real-world asset characteristics
Modern Asset Allocation for Wealth Management is ideal for practicing financial advisors and researchers in both traditional and robo-advisor settings, as well as advanced undergraduate and graduate courses on asset allocation.
Описание: FROM THE FATHER OF FEE-ONLY FINANCIAL PLANNING THE ACTION GUIDE TO FINANCIAL SECURITY Planning a Successful Future gives financial planners and their clients everything they need to create customized financial plans to fund all the goals in their live
Take your Supernova practice to even greater heights of performance and profitability
The Supernova Multiplier provides expert guidance to the revolutionary wealth management model that has transformed the lives and businesses of financial professionals worldwide. The innovative Supernova method enables financial advisors to rapidly grow their business, efficiently manage time, and maximize client satisfaction. The Five Stars of the Supernova model--Segmentation, Organization, Planning, Acquisition, and Leadership--provide financial advisors with the tools and knowledge to propel their practices to new heights of performance.
The acknowledged pioneer of the Supernova model, author Rob Knapp offers in-depth examination of every aspect of the Supernova model, from client experience to leadership development. This invaluable resource addresses significant issues facing disciples of the model, including areas of chronic underperformance, and delivers proven solutions that financial advisors can integrate into their practices. Detailed coverage of core elements, such as the Rule of Reciprocity, Gap Analysis and the Five Star Model, promotes critical analysis of advisor performance and builds the foundation for precise alignment to the essential Supernova principles.
This indispensable book empowers current and prospective Supernova practitioners to:
Build and optimize an efficient and profitable Supernova advisory practice
Structure your practice around high-value activities that increase revenue and grow your business
Maintain a predictable schedule of meaningful client contact
Develop and implement proactive planning strategies with your team and client base.
The Supernova model is not complex, but requires sustained and disciplined effort to achieve best results. TheSupernova Multiplier: 7 Strategies for Financial Advisors to Grow Their Practices is the key to unlocking remarkable results and sustained achievement in advisory practices across the financial management industry that will differentiate you and your practice from the ordinary into the extraordinary.
Описание: Explains the most effective ways to discuss the legal and financial responsibilities that come with the end of life and tools for managing them-such as wills, trusts, estate planning, and cash management-in the context of financial psychology. Dying is complicated.
Описание: 201 Cutting edge tips, ideas and secrets to sell more insurance and financial services using the internet.
Автор: Trivedi, Smita Roy (national Institute Of Bank Management, Pune, India) Kyal, Ashish H. (founder, Waves Strategy Advisors) Название: Effective trading in financial markets using technical analysis ISBN: 0367313553 ISBN-13(EAN): 9780367313555 Издательство: Taylor&Francis Рейтинг: Цена: 6583.00 р. Наличие на складе: Есть у поставщика Поставка под заказ.
Описание: This book provides a comprehensive guide to effective trading in the global markets through the application of technical analysis. It discusses trend analysis, candlestick patterns, momentum, volume and volatility indicators, Elliott Wave, Time Cycles with trade setups, backtesting of technical analysis strategies and algorithmic trading.
Описание: Based on the best selling " Guerrilla Marketing Series" with over 21 million copies sold worldwide, in 62 languages, this completely updated 2nd edition takes the financial industry to a whole new level.
Описание: In the new world of instant decisions, we need to master the words and phrases to successfully move our potential clients to lifelong clients. Easy, when we can read their minds and service their needs immediately. Can we master these new words, phrases, and five questions quickly? Of course we can, and this book shows us how.
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