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Author Deena B. Katz , Greg Friedman
Thrive in a changing industry by putting your people firstAdvisory Leadership is a practical and highly executable guide for financial advisors and finance professionals looking to thrive in today's changing financial services industry. Written by a leading financ....
Release Date 2015/10 -
Author Deena B. Katz , Harold Evensky
Clients nearing retirement have some significant challenges to face. And so do their advisers. They can expect to live far longer after they retire. And the problems they expect their advisers to solve are far more complex. The traditional sources of retirement inco....
Release Date 2006/04