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The Wealth Management Index: The Financial Advisor's System for Assessing

The Wealth Management Index: The Financial Advisor's System for Assessing & Managing Your Client's Plans & Goals
Автор: Ross Levin
Оригинал издан: ????

«The Wealth Management Index: The Financial Advisor's System for Assessing & Managing Your Client's Plans & Goals»книга ???? года.

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«Because wealth management encompasses a variety of disciplines--the management of personal risks, prudent investing, reduction of income taxes, and ensuring appropriate estate distribution--traditional performance measures are misleading and…»

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