What are the key trends and challenges facing institutional investors and individual investors respectively How does globalization impact investment opportunities and financial planning strategies
In Stock
$34.99
$29.99
Shipping and Returns Policy
- Deliver to United States » Shipping Policy «
- - Shipping Cost: $5.99
- - Handling time: 2-3 business days
- - Transit time: 7-10 business days
- Eligible for » Returns & Refund Policy « within 30 days from the date of delivery
Find similar items here:
what is the difference between asset management and wealth management Informational
- What are the main industry associations or governing bodies for wealth management How does the size and structure of a client's assets influence the approach in asset management
- What are the career paths in wealth management
- How do tax laws and regulations vary across different jurisdictions and how does this impact financial strategies What are the roles and responsibilities of different stakeholders in the investment management ecosystem (e.g., custodians, brokers, regulators)
- What are the different types of wealth management services tailored to specific client needs (e.g., retirement planning, estate planning, tax planning) How does the level of advisory interaction differ when investing in a mutual fund vs. working with a wealth advisor
- How do industry trends and innovations impact the skills and knowledge required for success What are the opportunities for entrepreneurship and starting a new firm in asset management vs. wealth management
- What are the common challenges faced by wealth management firms in meeting the diverse needs of their clients and adapting to regulatory changes How are firms in both industries leveraging technology to improve efficiency, enhance client experience, and gain a competitive edge
- How does the scope of advice provided differ between asset management and wealth management Is asset management a subset of wealth management, or vice versa, or are they distinct
- How is a client's creditworthiness considered in financial planning (e.g., for loans) How are equity investments valued in asset management (fundamental analysis, technical analysis)
- How is the concept of diversification applied across different financial strategies (investments, insurance, etc.) What are the typical reporting metrics used in asset management (e.g., Sharpe ratio, Treynor ratio)
- How does technology play a role in asset management
-
Next Day Delivery by USPS
Find out more
Order by 9pm (excludes Public holidays)
$11.99
-
Express Delivery - 48 Hours
Find out more
Order by 9pm (excludes Public holidays)
$9.99
-
Standard Delivery $6.99 Find out more
Delivered within 3 - 7 days (excludes Public holidays).
-
Store Delivery $6.99 Find out more
Delivered to your chosen store within 3-7 days
Spend over $400 (excluding delivery charge) to get a $20 voucher to spend in-store -
International Delivery Find out more
International Delivery is available for this product. The cost and delivery time depend on the country.
You can now return your online order in a few easy steps. Select your preferred tracked returns service. We have print at home, paperless and collection options available.
You have 28 days to return your order from the date it’s delivered. Exclusions apply.
View our full Returns and Exchanges information.
Our extended Christmas returns policy runs from 28th October until 5th January 2025, all items purchased online during this time can be returned for a full refund.
No reviews yet. Only logged in customers who have purchased this product may leave a review.