num_pages: 101
description: This proceedings focuses on how best to serve individual clients in an environment of demographic changes, changing technological capabilities, and an increasing array of financial instruments. The presentations reinforce the importance of knowing, educating, and communicating with clients and of careful preparation and monitoring of the investment policy statement.
language: English
title: Managing Assets for Individual Investors
titlecomplete: Managing Assets for Individual Investors
publisher: AIMR (CFA Institute)