Deena Katz's Tools and Templates for Your Practice
Subtitle: For Financial Advisors, Planners, and Wealth Managers
Edition: Pap/Cdr edition
Publisher: Bloomberg Press
Published: August 2001
Language: eng
Format: Paperback
Number of pages: 288
ISBN-13: 9781576600849
Subjects: Finance, Personal; Business enterprises; Business & Economics; Business / Economics / Finance; Investments & Securities - General; Business/Economics; Handbooks, manuals, etc; Financial planners; Accounting - General; Finance; Business & Economics / Finance; Business & Economics/Accounting - General; Business & Economics/Investments & Securities - General; Forecasting
First sentence: When Mark Hurly, president of Undiscovered Managers, produced his white paper, The Future of the Investment Advisory Business in 1999, it was met with mixed reviews.