Serveis financers -- Avaluació

Get wise to your advisor / Steven D. Lockshin (cop. 2013)

Públic ISBD Títol : Get wise to your advisor : how to reach your investment goals without getting ripped off Tipus de document : text imprès Autors : Steven D. Lockshin, Autor Editorial : Hoboken : John Wiley & Sons Data de publicació : cop. 2013 Nombre de pàgines : 256 p. ll. : il. Dimensions : 19 cm ISBN/ISSN/DL : 978-1-11-870073-0 Nota general : Inclou índex Idioma : Anglès (eng) Matèries : Assessorament financer Finances privades Gestió de cartera Serveis financers -- Avaluació Classificació : 75(FIN) Financial Planning Resum : The financial services world is changing. Technology is enabling an automated approach to investing that should bring down the cost of commodity services. No longer do you have to fund the lifestyle of a broker or advisor to have him tell you how to diversify or where to find the next investment that cannot be missed. This book will provide the tools for calculators that tell you most of what you need to know; from how much insurance you need to have to how you should diversify. This book will provide a better understanding of your investment decisions. But, we all cannot be do-it-yourselfers. Advisors serve as an important resource for consumers when they are both capable and understand their duty to serve you, the customer, first. To complement their moral station, they must have the skills to deliver appropriate advice. The book, much like the company Steve founded, will simplify standards for consumers and audit advisors to those standards. Vista prèvia a Google Books : http://books.google.es/books?id=JX2uAAAAQBAJ&lpg=PA1&hl=es&pg=PA1#v=onepage&q&f=false Permalink : https://bibliotecatriasfargas.cat/pmb/opac_css/index.php?lvl=notice_display&id=2 Get wise to your advisor : how to reach your investment goals without getting ripped off [text imprès] / Steven D. Lockshin, Autor . - Hoboken : John Wiley & Sons, cop. 2013 . - 256 p. : il. ; 19 cm. ISBN : 978-1-11-870073-0 Inclou índex Idioma : Anglès (eng) Matèries : Assessorament financer Finances privades Gestió de cartera Serveis financers -- Avaluació Classificació : 75(FIN) Financial Planning Resum : The financial services world is changing. Technology is enabling an automated approach to investing that should bring down the cost of commodity services. No longer do you have to fund the lifestyle of a broker or advisor to have him tell you how to diversify or where to find the next investment that cannot be missed. This book will provide the tools for calculators that tell you most of what you need to know; from how much insurance you need to have to how you should diversify. This book will provide a better understanding of your investment decisions. But, we all cannot be do-it-yourselfers. Advisors serve as an important resource for consumers when they are both capable and understand their duty to serve you, the customer, first. To complement their moral station, they must have the skills to deliver appropriate advice. The book, much like the company Steve founded, will simplify standards for consumers and audit advisors to those standards. Vista prèvia a Google Books : http://books.google.es/books?id=JX2uAAAAQBAJ&lpg=PA1&hl=es&pg=PA1#v=onepage&q&f=false Permalink : https://bibliotecatriasfargas.cat/pmb/opac_css/index.php?lvl=notice_display&id=2

Exemplars

Codi de barres	Signatura topogràfica	Tipus de document	Localització	Secció	Estat	Volum	Nota
10113520	75(FIN) Loc	Llibre	Biblioteca IEF Ramon Trias Fargas	Biblioteca	Disponible Disponible