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subject:"Financial advisors"
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1
The rise of the integrated advisor
McCullough, Tom
- In:
The journal of wealth management : JWM
26
(
2023
)
1
,
pp. 50-60
Persistent link: https://www.econbiz.de/10014317351
Saved in:
2
Cross-border wealth management
Angerer, Martin
;
Hanke, Michael
;
Kirn, Tanja
;
Preiner, …
- In:
Cross-Border Life and Work : Social, Economic, …
,
(pp. 59-92)
.
2023
Persistent link: https://www.econbiz.de/10014446200
Saved in:
3
Wealth management : is it an academic discipline and should wealth managers care?
Hearl, Joseph M.
- In:
The journal of wealth management : JWM
25
(
2022
)
3
,
pp. 172-187
Persistent link: https://www.econbiz.de/10014232511
Saved in:
4
Decoding Islamic wealth management from Qur'anic texts
Ismail, Nurizal
;
Zurina Shafii
;
Akbar, Nashr
- In:
Wealth Management and Investment in Islamic Settings : …
,
(pp. 27-41)
.
2022
Persistent link: https://www.econbiz.de/10013442041
Saved in:
5
Islam, spirituality and wealth : Islamic framework of wealth management
Abdullah, Muhammad
- In:
Wealth Management and Investment in Islamic Settings : …
,
(pp. 43-55)
.
2022
Persistent link: https://www.econbiz.de/10013442045
Saved in:
6
A path towards success for Muslim households : wealth management and Shari'ah rulings
Azid, Toseef
;
Altwijry, Othman Ibrahim
;
Rewashadeh, Osama
; …
- In:
Wealth Management and Investment in Islamic Settings : …
,
(pp. 395-407)
.
2022
Persistent link: https://www.econbiz.de/10013443772
Saved in:
7
Mutual fund tax implications when investment advisors manage tax-exempt separate accounts
Beggs, William
;
Hill-Kleespie, Austin
;
Liu, Yanguang
- In:
Journal of banking & finance
134
(
2022
),
pp. 1-19
Persistent link: https://www.econbiz.de/10013400007
Saved in:
8
Family office research review
Kenyon-Rouvinez, Denise
;
Park, Jung Eung
- In:
The journal of wealth management
22
(
2020
)
4
,
pp. 8-20
Persistent link: https://www.econbiz.de/10012302825
Saved in:
9
The promises and pitfalls of robo-advising
D'Acunto, Francesco
;
Prabhala, Nagpurnanand R.
;
Rossi, …
- In:
The review of financial studies
32
(
2019
)
5
,
pp. 1983-2020
Persistent link: https://www.econbiz.de/10012033777
Saved in:
10
Trust within investment decisions and advice
Ritzer-Angerer, Petra M.
- In:
The journal of wealth management
22
(
2019
)
3
,
pp. 10-20
Persistent link: https://www.econbiz.de/10012135011
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