author: Jim Ware asin: 0471390747 binding: Hardcover list price: $44.95 USD amazon price: $29.67 USD

Discover the Ideal Investment Strategy for Yourself and Your Clients "To enhance investment results and boost creativity, Jim Ware replaces the maxim know your investments with know yourself. And he gives us specific testing tools to do the job."-Dean LeBaron, Founder, Batterymarch Financial Management, Chairman, Virtualquest.company, and investment author and commentator

author: Jim Ware asin: B000Q7ZEV2 binding: Kindle Edition list price: $44.95 USD amazon price: $35.96 USD

Discover the Ideal Investment Strategy for Yourself and Your Clients "To enhance investment results and boost creativity, Jim Ware replaces the maxim know your investments with know yourself. And he gives us specific testing tools to do the job."-Dean LeBaron, Founder, Batterymarch Financial Management, Chairman, Virtualquest.company, and investment author and commentator

author: Deena B Katz Deena B. Katz asin: 157660084X binding: Paperback list price: $60.00 USD amazon price: $60.00

Following on the heels of the author's immensely popular book, Deena Katz on Practice Management, this nuts-and-bolts resource illustrates its predecessor's time-saving concepts. Deena Katz's Tools and Templates for Your Practice elaborates on the first book's concepts by providing and explaining how to use the actual check sheets, forms, and procedures developed by top wealth managers and planners. It offers financial planners and advisers dozens of shortcuts to running an efficient, thriving practice.

Integrated Wealth Management emphasizes how you, the high-net-worth portfolio manager must follow a different set of rules, from your institutional counterparts. The author gives you the "step by step" tools necessary to make long term decisions that will be in the best interest of your clients. Private wealth management is a new, discrete discipline, and not just a variation on the traditional investment management theme. The factors necessitating this new discipline include taxation, using options and risk strategies, individual cash flow needs and investor psychology.

author: Goldman Sachs asin: 0470289481 binding: Hardcover list price: $49.95 USD amazon price: $32.97 USD

A leader in investment and wealth management shares its extensive expertise

author: Cliff Oberlin Jill Powers asin: 1576601587 binding: Hardcover list price: $39.95 USD amazon price: $30.36 USD

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.

Money Managers and Mutual Funds (Secrets of the Great Investors) author: Donald J. Christensen asin: 0786165251

One size doesn't fit all: Money managers custom design portfolios people with too much money and too little time. (Industry Focus).(Brief Article): An article from: Hawaii Business author: Jacy L. Youn asin: B0008EXWDA

UPDATE: Uncertainty For Employees At Lehman Investment UnitCNNMoney.com - 6 hours agoLehman wealth managers feel they have a personal responsibility to help their clients, and believe the approach could end up helping their own careers down ...