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subject:"Financial advisors"
~subject:"Wealth"
~type_genre:"Article in journal"
~type_genre:"Thesis"
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The journal of wealth management
7
Die Bank
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2
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International journal of strategic property management
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ECONIS (ZBW)
47
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1
Wealth tech impact on wealth management sector
Dziawgo, Tomasz
- In:
European research studies
24
(
2021
)
3B
,
pp. 141-151
Persistent link: https://www.econbiz.de/10012666725
Saved in:
2
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:
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
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:
5
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:
6
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
Saved in:
7
A regime change : non-linearity in wealth and investment management
Uhl, Matthias
;
Rohner, Philippe
- In:
The journal of wealth management
22
(
2019
)
3
,
pp. 21-27
Persistent link: https://www.econbiz.de/10012135013
Saved in:
8
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:
9
Management of capital assets by local governments : an assessment and banchmarking survey
Kaganova, Olga Z.
;
Telgarsky, Jeffrey P.
- In:
International journal of strategic property management
22
(
2018
)
2
,
pp. 143-156
Persistent link: https://www.econbiz.de/10011996749
Saved in:
10
Robo-advisors and wealth management
Fai, Phoon-kok
;
Koh, Francis
- In:
The journal of alternative investments
20
(
2018
)
3
,
pp. 79-94
Persistent link: https://www.econbiz.de/10011798753
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