Posts Tagged ‘wealth management’
September 15th, 2008
(Money Manager) - Wealth management – what exactly does that phrase mean? How does it differ from financial planning and investing? While it may sound like just another buzzword, wealth management actually is an approach used by financial advisors to manage the wealth of their top tier clients who have more money than the average investor. There is no hard and fast rule as to the amount of financial assets a person must have to be included in the wealth management category, but when a person accumulates over $1 million in assets, he and his financial advisor should consider shifting their focus from typical financial planning to the idea of wealth management.
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Tags: asset management, buzzword, checking services, financial advisors, financial assets, financial goals, financial planning, glass steagall act, insurance companies, insurance company, insurance services, investment firm, investment firms, investment management, legal resources, management category, private banking, stocks and bonds, wealth management
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| Posted in Money Manager 101, Personal Finance, Strategies |
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September 1st, 2008
(Money Manager) - This designation is offered by Dearborn Financial Services of Kaplan University. The candidate takes one online course that is divided into ten lessons. A quiz must be passed after each lesson, and a final comprehensive examination must also be passed.
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Tags: code of ethics, comprehensive examination, continuing education, dearborn financial services, designation, kaplan university, learning solutions, management specialist, quiz, raymondjames, wealth management
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| Posted in Definitions & Designations |
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September 1st, 2008
(Money Manager) - This designation is offered by the Institute of Certified Bankers. The candidate must have some combination of professional work experience and education.
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Tags: aba, bachelor, choice examination, ctfa, designation, ethics, experience and education, icb, institute of certified bankers, letter of recommendation, management experience, multiple choice, personal trust, professional work experience, three ways, wealth management
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| Posted in Definitions & Designations |
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