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

ISBN-13: 9781119161608 / Angielski / Miękka / 2007 / 242 str.

Stephen D. Gresham; Arlen S. Oransky;Gresham

Opis

Industry experts share their insight and tell you why: Unified managed accounts represent the future of the managed money industry.
-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 2) Mutual fund wrap accounts are enjoying a resurgence in popularity.
-With mutual fund advisory accounts, advisors can develop a consolidated strategy for their clients utilizing mutual funds, - explains one top executive at a leading investment bank. -Investors know that proper asset allocation produces better results.- (Chapter 3) Exchange-traded funds have exploded in popularity with clients and advisors.
-ETFs have changed the landscape by offering financial advisors a new way to diversify their clients' portfolios, - says the national sales manager of one of the world's largest ETF providers. -Advisors can fully diversify across all asset classes.- (Chapter 4) Client demand is fueling the growth of alternative investments.
-Larger clients are asking for these types of investments, - says one director of investment consulting solutions at one of America's largest banks. -Diversification to minimize risk is the key incentive for adding alternative investments to a portfolio.- (Chapter 4) They'll also teach you how to:

• Determine if managed account solutions are right for you, your practice, and your clients
• Transform your financial advisory practice into a wealth management business
• Differentiate yourself from other advisors
• Develop a recurring revenue stream that will enable you to grow your business
• Attract new clients and capture additional assets from existing clients
• Conduct successful client meetings and host seminars that get results
• Position yourself as a provider of managed account solutions and partner effectively with other advisors, allied professionals, and the media

Recenzje

"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