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subject:"Financial advisors"
~subject:"Privatkundengeschäft"
~type_genre:"Article in journal"
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Search: subject_exact:"Nachlassmanagement"
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Financial advisors
Privatkundengeschäft
Asset management
348
Vermögensverwaltung
348
Portfolio selection
118
Portfolio-Management
118
Investment Fund
52
Investmentfonds
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46
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D'Acunto, Francesco
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Koziol, Helmut
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Mitchell, Jason
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Die Bank
6
Bank-Praktiker : rechtssicher, revisionsfest, risikogerecht
4
Zeitschrift für das gesamte Kreditwesen : Pflichtblatt der Frankfurter Wertpapierbörse
4
Bank-Archiv : Zeitschrift für das gesamte Bank- und Börsenwesen : journal of banking and financial research
2
Euromoney
2
Information & management : the internat. journal of management processes and systems ; journal of IFIP Users Group
2
Journal of securities operations & custody
2
The international journal of bank marketing : IJBM
2
The journal of wealth management
2
Zeitschrift für Bankrecht und Bankwirtschaft : ZBB
2
Economia e diritto del terziario : rivista quadrimestrale
1
Financial markets and portfolio management
1
International journal of business and globalisation : IJBG
1
Journal of Asian business
1
Journal of Asian finance, economics and business : JAFEB
1
Journal of banking & finance
1
The journal of alternative investments
1
The journal of wealth management : JWM
1
The review of financial studies
1
Zeitschrift der Unternehmensberatung : ZUb
1
Ėkonomičeskaja politika
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ECONIS (ZBW)
39
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1
The rise of the integrated advisor
McCullough, Tom
- In:
The journal of wealth management : JWM
26
(
2023
)
1
,
pp. 50-60
Persistent link: https://www.econbiz.de/10014317351
Saved in:
2
The performance of private wealth management in Indonesia
Gunardi, Hery
;
Primiana, Ina
;
Effendi, Nury
;
Herwany, Aldrin
- In:
Journal of Asian finance, economics and business : JAFEB
7
(
2020
)
11
,
pp. 717-725
Persistent link: https://www.econbiz.de/10012671800
Saved in:
3
Mutual fund tax implications when investment advisors manage tax-exempt separate accounts
Beggs, William
;
Hill-Kleespie, Austin
;
Liu, Yanguang
- In:
Journal of banking & finance
134
(
2022
),
pp. 1-19
Persistent link: https://www.econbiz.de/10013400007
Saved in:
4
The promises and pitfalls of robo-advising
D'Acunto, Francesco
;
Prabhala, Nagpurnanand R.
;
Rossi, …
- In:
The review of financial studies
32
(
2019
)
5
,
pp. 1983-2020
Persistent link: https://www.econbiz.de/10012033777
Saved in:
5
Trust within investment decisions and advice
Ritzer-Angerer, Petra M.
- In:
The journal of wealth management
22
(
2019
)
3
,
pp. 10-20
Persistent link: https://www.econbiz.de/10012135011
Saved in:
6
Perception of advisors' regarding behaviour of investors' while selecting wealth management services : an AHP approach
Arora, Ashish
;
Verma, Rashim
- In:
International journal of business and globalisation : IJBG
21
(
2018
)
4
,
pp. 484-504
Persistent link: https://www.econbiz.de/10011989659
Saved in:
7
Wealth management advice in the digital age
Thompson, Kendra
- In:
Journal of securities operations & custody
10
(
2017/2018
)
1
,
pp. 6-11
Persistent link: https://www.econbiz.de/10011855576
Saved in:
8
Robo-advisors and wealth management
Fai, Phoon-kok
;
Koh, Francis
- In:
The journal of alternative investments
20
(
2018
)
3
,
pp. 79-94
Persistent link: https://www.econbiz.de/10011798753
Saved in:
9
A primer on fee calculation in wealth management
Vasanth, Sandilya B.
- In:
Journal of securities operations & custody
6
(
2014
)
4
,
pp. 367-372
Persistent link: https://www.econbiz.de/10010394506
Saved in:
10
Testamentsvollstreckung durch Banken
Roller, Reinhold
- In:
Bank-Praktiker : rechtssicher, revisionsfest, risikogerecht
(
2011
)
2
,
pp. 22-27
Persistent link: https://www.econbiz.de/10008841241
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