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An essential desk companion and reference tool for wealth managers and distributors of structured products. Specifically written to offer the wealth manager guidance in their everyday business, and to help you make sense of the ever growing, and ever more complex, structured products market. Highlights important innovations taking place at the forefront of the structured products market, such as the use of credit derivatives, and illuminates how the structure of products can create capital guarantees. |
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Delivered with gusto and inspiration from two practicing planners, "Building a High-End Financial Services Practice is for aspiring and current financial planners who want to capture high-income clients and build relationships that are profitable in both up and down markets. The book gives advice about dealing with market volatility, new technology hurdles, more--and more-complex--financial products, and competition that seem to be coming out of the woodwork. It also contains invaluable advice on building lucrative alliances with other professionals. |
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Specifically written to offer the wealth manager guidance in their everyday business, and to help you make sense of the ever growing, and ever more complex, structured products market. Highlights important innovations taking place at ... |
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