|
|
Managing Assets for Individual Investors
Sanjiv Bhatia, Richard F. Hokenson, David S. Pottruck, Eliot P. Williams, Alison S. Winter, Maureen J. Busby Oster, Art Lutschaunig, Jeanie Rabke Wyatt, Frank E. Helsom, James P. Garland, David L. Mead, Paul E. Tebbets, William R. Levy, Joan E. Boros Tracey S. Seymour
AIMR (CFA Institute)
AIMR (CFA Institute)
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,...
continue >>
|
|
|
|
