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subject:"Financial advisors"
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Financial advisors
Asset management
344
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ECONIS (ZBW)
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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
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:
3
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:
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
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:
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
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:
9
Attitude toward wealth management services : implications for international banks in China
Chan, Carlson
;
Chan, Andrew
- In:
The international journal of bank marketing : IJBM
29
(
2011
)
4
,
pp. 272-292
Persistent link: https://www.econbiz.de/10009295834
Saved in:
10
Empirical investigation into the multi-faceted trust in the wealth management context
Sunikka, Anne
;
Peura-Kapanen, Liisa
;
Raijas, Anu
- In:
The international journal of bank marketing : IJBM
28
(
2010
)
1
,
pp. 65-81
Persistent link: https://www.econbiz.de/10003940933
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