The New Managed Account Solutions Handbook : How to Build Your Financial Advisory Practice Using Managed Account Solutions (eBook)
by Stephen D. Gresham and Arlen S. Oransky

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Language: English

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Overview

Industry experts share their insight and tell you why:



Unified managed accounts represent the future of the managed



money industry.



"No other platform offers so many options and can be customized to meet the needs of so many different types of investors," says one of the nation's most prominent money managers. "We are able to address a wide variety of investment needs with a single product." (Chapter Mutual fund wrap accounts are enjoying a resurgence in popularity.



"With mutual fund advisory accounts, advisors can develop a consolidated strategy for their clients utilizing mutual funds," explains one top executive at a leading investment bank. "Investors know that proper asset allocation produces better results." (Chapter 3)



Exchange-traded funds have exploded in popularity with



clients and advisors.



"ETFs have changed t...

 
 
 
Details
  • ISBN: 9780470228296
  • Publisher: John Wiley & Sons, Ltd.
  • Imprint: John Wiley & Sons, Inc.
  • Date: Jan 2008
 
 
 
Creators

Author: Stephen D. Gresham
Bio:   Stephen D. Gresham is Executive Vice President and Director of Retail Markets for Phoenix Investment Partners, Ltd., the $42 billion asset-management division of The Phoenix Companies. Prior to joining Phoenix, he managed his own wealth-management consulting firm, The Gresham Company, LLC, which served a global clientele of more than fifty financial services companies. He is also author of the recently released Wiley title Advisor for Life, as well as The Managed Account Handbook and Attract and Retain the Affluent Investor. Gresham serves on the Board of Governors at the Money Management Institute and is a founding board member of the International Money Management Institute.
Author: Arlen S. Oransky
Bio:   Arlen S. Oransky is Vice President of the Money Management Institute, the national organization representing the managed account solutions industry. He leads the organization's membership acquisition and retention efforts. Oransky has over twenty-five years' experience in the financial services industry working with leading advisors and has served as senior vice president for Weiss, Peck & Greer Investments and as vice president and product manager for TIAA-CREF.

 
 
 
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