Wealth Management Unwrapped

Wealth Management Unwrapped

Unwrap What You Need to Know and Enjoy the Present

eBook - 2014
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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


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