How to Build Your Financial Advisory Practice Using Separately Managed Accounts.
The New Managed Account Handbook is the definitive reference guide for wealth managers who want to expand their financial advisory practices, attract high-net-worth clients and establish recurring revenue streams. Endorsed by the Money Management Institute, the national organization representing the managed account solutions industry, The New Managed Account Handbook is a training manual for advisors who are just beginning to understand the way managed account solutions can help them build their businesses and better serve their clients, and a reference tool for established advisors seeking ways to more effectively implement managed account solutions as they attract wealthier clients with more complex financial management needs.
Newly revised and updated, The New Managed Account Handbook has been expanded to include chapters on the evolutionary and revolutionary growth of unified managed accounts, a platform that enables the wealth manager to incorporate mutual funds, stocks, bonds, exchange-traded funds and other instruments in a single client account; mutual fund wrap accounts, which enable the advisor to harness the potential of multiple mutual funds in a unified portfolio; and alternative investments, which allow the advisor to achieve greater returns by moving beyond the traditional mix of stocks and bonds.
- Publication Date:
- 03 / 12 / 2007
- 260 x 186mm