Wealth ManagementDerek A. Sasveld
Wealth Management
Derek A. Sasveld, Martin Silfen, Jeffrey E. Horvitz, Robert Gordon · 2005
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About the book
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.
Book details
- Year
- 2005
- Publisher
- CFA Institute
- Editions
- 1
- Pages
- 64
- ISBN
- 9781932495416
Data source: Wikidata