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