Wealth Management Unwrapped

Wealth Management Unwrapped

Unwrap What You Need to Know and Enjoy the Present

eBook - 2014
Rate this:
The FIRST book to read before you hire - or fire - your advisor, Wealth Management Unwrapped is a comprehensive guide for both the newly wealthy and the experienced investor.In her new book, Wall Street veteran and Institute for Private Investors (IPI) founder Charlotte Beyer sheds light on the complex wealth management industry, outlines the responsibility that all investors have as 'CEOs' of their own wealth, and equips them with the tools to effectively manage their money. Wealth Management Unwrapped is the accumulation of Beyer's extensive knowledge and experience observing high-net-worth investors and family offices. She strips away industry jargon, and empowers readers to find and build partnerships with the right financial advisors. Many of the questions Wealth Management Unwrapped will answer: What kind of investor am I? What is the difference between an advisor and a money manager? How do I know whom to trust? Why should I care about conflicts of interest? How do I know if I might not prefer being a do-it yourself investor? What are the best questions to ask when interviewing an advisor? How do I know if I can trust the firm's disclosure on fees?
Publisher: [United States]: RosettaBooks , 2014.
Branch Call Number: eBook hoopla
Characteristics: 1 online resource
text file, rda
Additional Contributors: hoopla digital

Opinion

From the critics


Community Activity

Comment

Add a Comment

There are no comments for this title yet.

Age Suitability

Add Age Suitability

There are no age suitabilities for this title yet.

Summary

Add a Summary

There are no summaries for this title yet.

Notices

Add Notices

There are no notices for this title yet.

Quotes

Add a Quote

There are no quotes for this title yet.

Explore Further

Browse by Call Number

Recommendations

Subject Headings

  Loading...

Find it at Library

  Loading...
[]
[]
To Top