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Wealth ManagementWealth Management

Wealth Management

Martin Silfen, Derek A. Sasveld, Jarrod W. Wilcox, Sean Sebold, Robert Gordon, Joseph E. Maxwell, Jeffrey E. Horvitz

About this book

Wealth Management addresses the complex and sophisticated needs of the private client market. The topics in this proceedings, accordingly, cut a broad swath through some of the most pressing issues, such as asset allocation, asset location, tax management, and client reporting.

Details

OL Work ID
OL19821645W

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Open Library
Book data from Open Library. Cover images courtesy of Open Library.