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Get Wise to Your Advisor – How to Reach Your Investment Goals Without Getting Ripped Off

Autor SD Lockshin
en Limba Engleză Hardback – 11 oct 2013
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.
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Specificații

ISBN-13: 9781118700730
ISBN-10: 1118700732
Pagini: 272
Dimensiuni: 129 x 184 x 25 mm
Greutate: 0.3 kg
Ediția:New.
Editura: Wiley
Locul publicării:Hoboken, United States

Public țintă

Wealth managers, consultants, investors, and general business readers.

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Notă biografică

Steven D. Lockshin is the founder and former CEO of Convergent Wealth Advisors, one of the nation's leading wealth management firms, providing investors with objective advice, flexible investment solutions, and transparency. He helped pioneer the open architecture approach to investing and was an early adopter of asset allocation strategies for high-net-worth clients.

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