The World of Money Management
The World of Money Management offers insight and perspective on important aspects of professional asset management, investment consulting and specifically, separately managed accounts.
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Extraordinarily skilled money managers and experienced industry specialists developed original material for The World of Money Management. Inside you will find:
- The consulting process: a step-by step blueprint
- Investment styles and strategies
- Style drift: when to be concerned
- The value of advice and defending your fees
- Technology tools that benefit your practice
- A sample budget for building a consulting or wealth management practice
- SMAs, MSAs, and the new UMA
- Risk management and how to explain it to clients
- Behavioral finance and understanding investor attitudes
The World of Money Management offers a volume of practical text as a supplement to your current training and continuing educational efforts.
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