Wealth Management
Derek A. Sasveld, Martin Silfen, Jeffrey E. Horvitz, Robert Gordon, Jarrod W. Wilcox, Sean Sebold, Joseph E. Maxwell
Wealth Management addresses the complex and sophisticated needs of the private client market. The topics in this proceedings, accordingly, cut a broad swath through some of the most pressing issues, such as asset allocation, asset location, tax management, and client reporting.
年:
2005
出版社:
CFA Institute
语言:
english
页:
64
ISBN 10:
193249541X
文件:
PDF, 661 KB
IPFS:
,
english, 2005