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Social finance and the postmodern portfolio : theory and practice
Cooper, Lisette; Evnine, Jeremy; Finkelman, Jeff; … - In: The journal of wealth management 18 (2015/2016) 4, pp. 9-21
Persistent link: https://www.econbiz.de/10011434904
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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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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
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Markowitz portfolios with Graham bands in the accumulation phase
Hagelstein, Paul; Lackner, Isabella; Otto, James; … - In: The journal of wealth management 22 (2019) 3, pp. 41-48
Persistent link: https://www.econbiz.de/10012135027
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Should taxable investors shun dividends?
Israel, Ronen; Liberman, Joseph; Sosner, Nathan; Wang, Lixin - In: The journal of wealth management 22 (2019) 3, pp. 49-69
Persistent link: https://www.econbiz.de/10012135028
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Diversification benefits, where art thou?
Pittman, Sam; Singh, Amneet; Srinivasan, Sangeetha - In: The journal of wealth management 22 (2019) 3, pp. 70-84
Persistent link: https://www.econbiz.de/10012135029
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Exchange-traded funds as an international diversification tool for socially responsible investors
Rodríguez, Javier; Romero, Herminio - In: The journal of wealth management 22 (2019) 3, pp. 98-102
Persistent link: https://www.econbiz.de/10012135031
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Concepts, components, and collections of trading strategies and market color
Kashyap, Ravi - In: The journal of wealth management 22 (2019) 3, pp. 115-128
Persistent link: https://www.econbiz.de/10012135033
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Attributes and implications of mutual fund revenue sharing and "defensive" 12b-1 fees
Haslem, John A. - In: The journal of wealth management 22 (2019) 3, pp. 134-139
Persistent link: https://www.econbiz.de/10012135035
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Issues with asset class-based portfolio construction : an analysis of mutual fund characteristics
Chong, James; Jennings, William P.; Phillips, G. Michael - In: The journal of wealth management 18 (2015/16) 3, pp. 37-52
Persistent link: https://www.econbiz.de/10011398065