Author name:
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
Discount Price: $35.00
Price fluctuation possible.
How soon does it ship: Normal ship time within one day
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Type of bind: Paperback
EAN num: 9781879087538
ISBN number: 1879087537
Label: AIMR (CFA Institute)
Manufacturer: AIMR (CFA Institute)
Quantity: 1
Page Count: 101
Printing Date: 1995-10
Publishing house: AIMR (CFA Institute)
Sale Popularity Level: 3299504
Studio: AIMR (CFA Institute)
Editor's Notes and Comments:
Product 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.
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