Best practices for financial advisors / Mary Rowland ; foreword by Michael R. Bloomberg.
Best practices for financial advisors / Mary Rowland ; foreword by Michael R. Bloomberg.
Best practices for financial advisors / Mary Rowland ; foreword by Michael R. Bloomberg.
About this item
Full title
Author / Creator
Publisher
Princeton, N.J. : Bloomberg Press, 1997.
Date
1997.
Call Numbers
N332.6068/1
Record Identifier
MMS ID
Language
English
Formats
Physical Description
Physical content
xi, 315 p. : col. ill. ; 21 cm.
Contents
Foreword / Michael R. Bloomberg -- The Planners: The 55 planners who participated in this book -- Alphabet Soup: A guide to the acronyms of the business -- Ch. 1. Education and Training -- Ch. 2. Registering as an Investment Advisor -- Ch. 3. Disclosing Fees and Risks -- Ch. 4. Accepting a Fiduciary...
Publication information
Publisher
Princeton, N.J. : Bloomberg Press, 1997.
Edition
1st ed.
Place of Publication
New Jersey
Date Published
1997.
Subjects
More information
Scope and Contents
Summary
Based on exclusive roundtable teleconferences with planners considered by their peers to be among the best in the business, Best Practices for Financial Advisors gives you scores of tips, insights, and recommendations - competitive advantages that members of this elite group have built over years of effort and experience. Whether you are a fee-base...
Alternative Titles
Full title
Best practices for financial advisors / Mary Rowland ; foreword by Michael R. Bloomberg.
Authors, Artists and Contributors
Author / Creator
Notes
General note
Bloomberg professional library.
Includes bibliographical references (p. 298-304) and index.
Identifiers
Primary Identifiers
Call Numbers
N332.6068/1
Record Identifier
74VvpyrRXp7O
Permalink
https://devfeature-collection.sl.nsw.gov.au/record/74VvpyrRXp7O
Other Identifiers
ISBN
1576600068 (alk. paper)
9781576600061 (alk. paper)
DDC
332.6068
MMS ID
991005395899702626
