Works matching DE "WEALTH management services"

Results: 694

UNVEILING THE BLUEPRINT FOR STELLAR BANKING EXPERIENCES: SERVPERF ANALYSIS AND CUSTOMER EFFORT SCORE MAPPING.

Published in:

Journal of Services Research, 2024, v. 24, n. 2, p. 42

By:

K., Fathimath Thasleena;
Santhi, P.

Publication type:

Article

A Nonlinear Relationship Between Corporate Size and Profitability.

Published in:

Muhasebe ve Vergi Uygulamalari Dergisi (MUVU) / Journal of Accounting & Taxation Studies (JATS), 2025, v. 18, n. 1, p. 151, doi. 10.29067/muvu.1569770

By:

KARAKOÇ, Bahadır

Publication type:

Article

Sourcing practices and boundaries of the firm in the financial services industry.

Published in:

Strategic Management Journal (Wiley-Blackwell) - 1980 to 2009, 2008, v. 29, n. 1, p. 79, doi. 10.1002/smj.641

By:

Safizadeh, M. Hossein;
Field, Joy M.;
Ritzman, Larry P.

Publication type:

Article

To Leave or Not to Leave: The Distribution of Bequest Motives.

Published in:

Review of Economic Studies, 2007, v. 74, n. 1, p. 207, doi. 10.1111/j.1467-937X.2007.00419.x

By:

KOPCZUK, WOJCIECH;
LUPTON, JOSEPHP

Publication type:

Article

Wealth Management Products in the Context of China’s Shadow Banking: Systemic Risks, Consumer Protection and Regulatory Instruments.

Published in:

Asia Pacific Law Review, 2015, v. 23, n. 1, p. 91, doi. 10.1080/10192557.2015.11745931

By:

Wei, Shen

Publication type:

Article

Quotennießbrauch an einem Gesellschaftsanteil.

Published in:: FinanzRundschau, 2023, v. 105, n. 10, p. 469, doi. 10.9785/fr-2023-1051008
Publication type:: Article

MUJERES, FAMILIA Y PROPIEDAD. GESTIÓN ECONÓMICA DEL PATRIMONIO FAMILIAR POR MUJERES JEFAS DE HOGAR. MELIPILLA (CHILE), 1810-1837.

Published in:

Cuadernos de Historia, 2024, v. 60, p. 121, doi. 10.5354/0719-1243.2024.74493

By:

Armijo Reyes, Andrea;
Goicovic Donoso, Igor

Publication type:

Article

REVERSE MORTGAGES: LEARNING FROM ITALY'S RENEWED FRAMEWORK.

Published in:

ASM Business Review, 2018, v. 7, n. 1, p. 15

By:

Mori, Margherita

Publication type:

Article

Evolution and Disruption in the Wealth Management Industry.

Published in:

Journal of Wealth Management, 2017, v. 19, n. 4, p. 8, doi. 10.3905/jwm.2017.19.4.008

By:

BEYER, CHARLOTTE

Publication type:

Article

The Journal of Wealth Management.

Published in:

Journal of Wealth Management, 2017, v. 19, n. 4, p. 1

By:

Brunel, Jean L. P.

Publication type:

Article

Five Tools for Wealth Managers.

Published in:

Journal of Wealth Management, 2016, v. 19, n. 3, p. 9, doi. 10.3905/jwm.2016.19.3.009

By:

JENNINGS, WILLIAM W.;
PAYNE, BRIAN C.;
O'MALLEY, THOMAS C.

Publication type:

Article

Untitled.

Published in:

2016

By:

Brunel, Jean L. P.

Publication type:

Table of Contents

Personal Financial Planning Industry in Malaysia: A Market Survey.

Published in:

Journal of Wealth Management, 2016, v. 18, n. 4, p. 29, doi. 10.3905/jwm.2016.18.4.029

By:

SAFARI, MEYSAM;
MANSORI, SHAHEEN;
SESAIAH, STEPHEN

Publication type:

Article

Perceptions about the Financial Planning Profession.

Published in:

Journal of Wealth Management, 2016, v. 18, n. 4, p. 22, doi. 10.3905/jwm.2016.18.4.022

By:

CHIRA, INGA

Publication type:

Article

Risk Management and Monitoring in Private Banking.

Published in:

Journal of Wealth Management, 2015, v. 18, n. 3, p. 8, doi. 10.3905/jwm.2015.18.3.008

By:

JANSSEN, RONALD;
KRAMER, BERT

Publication type:

Article

Goals-Based Wealth Management: An Integrated and Practical Approach to Changing the Structure of Wealth Advisory Practices.

Published in:

2015

By:

GREGORIOU, GREG N.

Publication type:

Book Review

Untitled.

Published in:

Journal of Wealth Management, 2015, v. 18, n. 2, p. 1

By:

Brunei, Jean L. P.

Publication type:

Article

Mutual Fund Governance and Tax Efficiency.

Published in:

Journal of Wealth Management, 2015, v. 18, n. 2, p. 55, doi. 10.3905/jwm.2015.18.2.055

By:

MALHOTRA, D. K.;
BHARGAVA, VIVEK;
MARTIN, RAND

Publication type:

Article

In Defense of Evidence-Based Wealth Management: Where's the Beef?

Published in:

Journal of Wealth Management, 2015, v. 18, n. 1, p. 30, doi. 10.3905/jwm.2015.18.1.030

By:

MARTIN, WM. MARTY

Publication type:

Article

Untitled.

Published in:

Journal of Wealth Management, 2015, v. 17, n. 4, p. 1

By:

Brunei, Jean L. P.

Publication type:

Article

Wealth Management Unwrapped: Unwrap What You Need to Know and Enjoy the Present.

Published in:

2014

By:

BRUNEL, JEAN L. P.

Publication type:

Book Review

A Multi-Family Office (MFO) 'Investment Manifesto'.

Published in:

Journal of Wealth Management, 2015, v. 17, n. 4, p. 9, doi. 10.3905/jwm.2015.17.4.009

By:

WELCH, SCOTT;
MCINTYRE, JAMIE

Publication type:

Article

A Family Office by Any Other Name...

Published in:

Journal of Wealth Management, 2014, v. 17, n. 3, p. 20, doi. 10.3905/jwm.2014.17.3.020

By:

ZEUNER, MICHAEL;
LAGOMASINO, MARIA ELENA;
ULLOA, SANTIAGO

Publication type:

Article

The Complete Family Office Handbook: A Guide for Affluent Families and the Advisors Who Serve Them.

Published in:

2014

By:

BRUNEL, JEAN L. P.

Publication type:

Book Review

Untitled.

Published in:

Journal of Wealth Management, 2014, v. 17, n. 2, p. 1

By:

Brunei, Jean L. P.

Publication type:

Article

Low-(Economic) Volatility Optimization.

Published in:

Journal of Wealth Management, 2013, v. 16, n. 3, p. 54, doi. 10.3905/jwm.2013.16.3.054

By:

CHONG, JAMES;
PHILLIPS, G. MICHAEL

Publication type:

Article

Regaining Client Trust Requires Further Commitment by Wealth Managers.

Published in:

Journal of Wealth Management, 2013, v. 16, n. 1, p. 81, doi. 10.3905/jwm.2013.16.1.081

By:

ELLIOTT, ROBERT C.

Publication type:

Article

Adding Longevity through Tax-Efficient Withdrawal Strategies.

Published in:

Journal of Wealth Management, 2013, v. 16, n. 1, p. 57, doi. 10.3905/jwm.2013.16.1.057

By:

MEYER, WILLIAM;
REICHENSTEIN, WILLIAM

Publication type:

Article

Life Cycle Investing: From Target-Date to Goal-Based Investing.

Published in:

Journal of Wealth Management, 2013, v. 16, n. 1, p. 23, doi. 10.3905/jwm.2013.16.1.023

By:

JANSSEN, RONALD;
KRAMER, BERT;
BOENDER, GUUS

Publication type:

Article

Human Capital and Behavioral Biases: Why Investors Don't Diversify Enough.

Published in:

Journal of Wealth Management, 2013, v. 16, n. 1, p. 9, doi. 10.3905/jwm.2013.16.1.009

By:

JOHNSON, ROBERT R.;
HORAN, STEPHEN M.

Publication type:

Article

Untitled.

Published in:

Journal of Wealth Management, 2013, v. 16, n. 1, p. 1

By:

Brunel, Jean L. P.

Publication type:

Article

Satisfaction and Financial Predation: A Large Group Study Revealing Their Mathematical Link.

Published in:

Journal of Wealth Management, 2013, v. 15, n. 4, p. 110, doi. 10.3905/jwm.2013.15.4.110

By:

MESLY, OLIVIER

Publication type:

Article

The Taxation Paradox: It's Global, Not Local.

Published in:

Journal of Wealth Management, 2013, v. 15, n. 4, p. 29, doi. 10.3905/jwm.2013.15.4.029

By:

HORAN, STEPHEN M.;
JOHNSON, ROBERT R.;
ROBINSON, THOMAS R.

Publication type:

Article

The Effects of Knowledge, Gender, and Age on the Comprehension of Investment Disclosures.

Published in:

Journal of Wealth Management, 2012, v. 15, n. 3, p. 9, doi. 10.3905/jwm.2012.15.3.009

By:

WANG, ALEX

Publication type:

Article

Ranking Investment Funds Based on Limited Information.

Published in:

Journal of Wealth Management, 2012, v. 14, n. 4, p. 105, doi. 10.3905/jwm.2012.14.4.105

By:

Reztsov, Andrei

Publication type:

Article

Volatility Management and Wealth Creation: A Long-Term Perspective.

Published in:

Journal of Wealth Management, 2011, v. 14, n. 3, p. 27, doi. 10.3905/jwm.2011.14.3.027

By:

ANTIA, MURAD J.

Publication type:

Article

Goal-Based Wealth Management in Practice.

Published in:

Journal of Wealth Management, 2011, v. 14, n. 3, p. 17, doi. 10.3905/jwm.2011.14.3.017

By:

BRUNEL, JEAN L. P.

Publication type:

Article

Weathering the Next Storm.

Published in:

Journal of Wealth Management, 2011, v. 14, n. 1, p. 73, doi. 10.3905/jwm.2011.14.1.073

By:

DIGHTMAN, BRIAN

Publication type:

Article

Modern Portfolio Theory's Third Rail: Achieving Wealth Mobility Through Idiosyncratic Risk.

Published in:

Journal of Wealth Management, 2011, v. 14, n. 1, p. 66, doi. 10.3905/jwm.2011.14.1.066

By:

CHHABRA, ASHVIN B.;
KONERU, RAVINDRA;
ZAHAROFF, LEX

Publication type:

Article

Portfolio Selection in Goals-Based Wealth Management.

Published in:

Journal of Wealth Management, 2011, v. 14, n. 1, p. 55, doi. 10.3905/jwm.2011.14.1.055

By:

HUNGJEN WANG;
SURI, ANIL;
LASTER, DAVID;
ALMADI, HIMANSHU

Publication type:

Article

Not All Advisors Are the Same: How Can You Tell the Difference?

Published in:

Journal of Wealth Management, 2010, v. 13, n. 3, p. 11, doi. 10.3905/jwm.2010.13.3.011

By:

LAGOMASINO, MARIA ELENA

Publication type:

Article

Untitled.

Published in:

Journal of Wealth Management, 2010, v. 13, n. 3, p. 1

By:

Brunel, Jean L. P.

Publication type:

Article

Client Relationships and Family Dynamics: Competencies and Services Necessary for Truly Integrated Wealth Management.

Published in:

Journal of Wealth Management, 2010, v. 13, n. 1, p. 16, doi. 10.3905/JWM.2010.13.1.016

By:

GRUBMAN, JAMES;
JAFFE, DENNIS

Publication type:

Article

Canadian Citizenship: The Wealthy Global Family's Safe and Tax-Efficient Alternative.

Published in:

Journal of Wealth Management, 2010, v. 12, n. 4, p. 46, doi. 10.3905/JWM.2010.12.4.046

By:

MCCULLOUGH, TOM;
HAYMAN, SCOTT;
GARBUTT, JONATHAN;
LESPERANCE, DAVID

Publication type:

Article

When Wealth Management Met 2008: Now What?

Published in:

Journal of Wealth Management, 2010, v. 12, n. 4, p. 31, doi. 10.3905/JWM.2010.12.4.031

By:

WELCH, SCOTT

Publication type:

Article

Gender Matters: Men's and Women's Perceptions of Wealth Are Mostly Aligned.

Published in:

Journal of Wealth Management, 2010, v. 12, n. 4, p. 15, doi. 10.3905/JWM.2010.12.4.015

By:

ROSPLOCK, KIRBY

Publication type:

Article

The Institute for Wealth Management Standards and the Case for Private Wealth Management Standards.

Published in:

Journal of Wealth Management, 2010, v. 12, n. 4, p. 9, doi. 10.3905/JWM.2010.12.4.009

By:

LOWENHAUPT, CHARLES A.

Publication type:

Article

Untitled.

Published in:

Journal of Wealth Management, 2010, v. 12, n. 4, p. 1

By:

Brunel, Jean L. P.

Publication type:

Article

Effects of Macroeconomic and Firm-Specific Factors on Shareholder Wealth: Some Australian Evidence.

Published in:

Journal of Wealth Management, 2009, v. 12, n. 1, p. 41, doi. 10.3905/JWM.2009.12.1.041

By:

BARNES, MARK B.;
LEE, VINCENT C. S.

Publication type:

Article

Long-Term Care Planning Is More Than an Insurance Topic: Developing a Written Plan for Long-Term Care.

Published in:

Journal of Wealth Management, 2009, v. 12, n. 1, p. 37, doi. 10.3905/JWM.2009.12.1.037

By:

HAMM, ALLEN

Publication type:

Article