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Democratizing wealth management
Berkin, Andrew L. - In: The journal of wealth management : JWM 26 (2023) 1, pp. 21-28
Persistent link: https://www.econbiz.de/10014317180
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Goals-based investing and JWM : where they have been, where they are headed
Parker, Franklin J. - In: The journal of wealth management : JWM 26 (2023) 1, pp. 29-38
Persistent link: https://www.econbiz.de/10014317336
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Toward a literature of wealth management
Jennings, William W. - In: The journal of wealth management : JWM 26 (2023) 1, pp. 39-48
Persistent link: https://www.econbiz.de/10014317340
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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
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The family office industry supports the evolving family enterprise
Hamilton, Sara - In: The journal of wealth management : JWM 26 (2023) 1, pp. 61-68
Persistent link: https://www.econbiz.de/10014317356
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Robo advisors and access to wealth management
Reher, Michael; Sokolinski, Stanislav - In: Journal of financial economics 155 (2024), pp. 1-22
Persistent link: https://www.econbiz.de/10015072254
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Learn or lose : challenges and perspectives in sustainable wealth management
Wendt, Karen; Villhauer, Bernd - In: Sustainable Wealth Management : Directing Capital …, (pp. 1-8). 2024
Persistent link: https://www.econbiz.de/10015075547
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AI Technology in Wealth Management : Leveraging Technology to Transform Financial Strategies
Mirghaemi, Mahnoosh; Wendt, Karen - 2024
-- Introduction to Wealth Management. -- Defining Wealth Management. -- Importance in Modern Financial Landscape. -- Traditional Wealth Management Practices. -- Emergence of AI in Wealth Management. -- How AI is Transforming Wealth Management. -- Data Analytics and Predictive Modeling. --...
Persistent link: https://www.econbiz.de/10015100725
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Interaction between wealth management products and bank deposits : evidence from China's shadow banking
Shah, Syed Mehmood Raza; Lu, Yan; Fu, Qiang; Ishfaq, … - In: International journal of bank marketing 40 (2022) 1, pp. 154-171
Persistent link: https://www.econbiz.de/10013165353
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Wealth management products, banking competition, and stability : evidence from China
Feng, Xu; Lütkebohmert, Eva; Xiao, Yajun - In: Journal of economic dynamics & control 137 (2022), pp. 1-27
Persistent link: https://www.econbiz.de/10013464705