Legacy: The History of Separately Managed Accounts
| Author | : | |
| Rating | : | 4.51 (725 Votes) |
| Asin | : | 0972195807 |
| Format Type | : | paperback |
| Number of Pages | : | 183 Pages |
| Publish Date | : | 2017-04-17 |
| Language | : | English |
DESCRIPTION:
Currently a consulting editor for Senior Consultant News Journal and editor of "Managed Accounts Quarterly" in Financial Advisor, Sydney is co-author of Streetwise Investor, Little Known Facts from Wall Street, and PR Savvy for the Financial Professional. About the Author Sydney LeBlanc is a 26-year financial services industry journalist, editor and publisher. She is currently co-director of Fisher LeBlanc Group, a financial marketing firm. Sydney was involved in the formative stages of the Institute for Certified Investment Management Consultants in the mid-1980s. She was senior editor and partner with Horsesmouth, an e-learning and training site for advisors, and a senior writer and columnist for MorningstarAdvisor. . As co-founder and former editor-in-chief of Registered Representative magazine, she also led the development of Securities Industry Management for branch managers. She is the re
Legacy begins in the early 1960's and continues through the current environment. It is a must read about future perspectives, technology, and education in the business that is revolutionizing the securities industry today.. Legacy not only answers the questions that, up to now, have gone unanswered about the history of Separately Managed Accounts, but also shares colorful and entertaining stories about the individuals behind this success story. Learn about the struggles, the disappointments, and the victories of the advisors who fought to change the face of this powerful industry. Through the pages of Legacy, you will you read about the events that changed the landscape of the financial services business and the men and women who truly believe that the client's financial welfare is paramount to all other interests
A History of Investment Management Consulting This book gave me the historical perspective of the evolution of the separately managed account (SMA) as well as the investment consulting profession that has blossomed in the past three decades. The author completed extensive research and delivers the information in a logical manner that helps explain the people involved in the development of the SMA and the supporting SMA platforms and technology. A good read for the professional investment management consultant.
. As co-founder and former editor-in-chief of Registered Representative magazine, she also led the development of Securities Industry Management for branch managers. Sydney was involved in the formative stages of the Institute for Certified Investment Management Consultants in the mid-1980s. She is the recipient of several awards for her work, including the FOLIO Editorial Excellence Award for Secur