"A highly readable personal finance book that translates financial jargon and enables readers to ask the tough questions to protect their money and their financial well-being In today's unsettled financial markets, where most pension plans died out with the twentieth century and where no one's...

"Leverage the financial services evolution to maximize your firm's value The Essential Advisor presents an insightful handbook for advisors looking to navigate the changing face of financial services. The industry is evolving, consumers are evolving, and many advisors are being left behind as...

Machine generated contents note: Preface Acknowledgments About the Author I Personalise personal finance! 1 The theory of innovation: from Robo-Advisors to Goal Based Investing and Gamification 1.1 Introduction 1.2 A vibrant FinTech ecosystem 1.3 Some definitions, ladies and gentlemen 1.4...

"Acquire the diverse skill set required to negotiate and execute a successful sale Buying, Selling, and Valuing Financial Practices + Website shows you how to sell what you've built, or buy what someone else has built, with a win-win outcome. Buyer and seller do not hold disparate goals; selling...

Machine generated contents note: Preface The Titan family Organization of the book A Note to Middle Income Investors Acknowledgments Prologue The Titan Family in America Preparation and Use The Extended Titan Family The Titan Family Tree Summary Note Chapter 1 George Titan III and His...

Die Dissertation behandelt aus wirtschaftsethischer Perspektive zum einen die Frage, was es für Investoren bedeutet, nachhaltig (im Sinne von "ethisch verantwortungsvoll") zu investieren, und zum anderen die Frage, was es für Anlageberater heißt, Investoren zu beraten, nachhaltig zu...

Die Arbeit untersucht die Regulierung der Anlageberatung und stellt dar, warum es dabei trotz bester Absichten des Gesetzgebers bisher nicht gelungen ist, einen Rechtsrahmen zu schaffen, der die Anzahl an enttäuschten und getäuschten Anlegern verringert. Dabei wird auf die Erkenntnisse der...

How should wealth managers and private bankers find and serve the wealthy - particularly in developing countries? Several banks and consulting firms provide market sizing estimates for the number of high net worth and ultra-high net worth individuals. However, it is still an open question...

Despite a global homogenisation of financial markets, some characteristic national structures of private investors' behaviour have been preserved. The underlying persistence of observable differences is due to the embeddedness of these markets in historical, institutional and cultural...

Die Anlage in Aktien spielt in der bankbasierten Ökonomie Deutschlands eine weitaus geringere Rolle als in den marktbasierten USA. Das sich hierin widerspiegelnde anders geartete Risikoverhalten ist nur vor dem Hintergrund unterschiedlicher kultureller Kontexte zu verstehen. Die Deutschen sind...