Helping someone plan for retirement is a very personal process. Having retired over 1000 individuals, Sid Miramontes has learned quite a few things along the way. Some situations are similar for each person, but others are totally unique to each individual-the personal, the exceptional, the human side of retirement. Retirement: Your New Beginning provides education on commonly confused retirement concepts, helping simplify the process of retirement with client stories that will help the reader...
Life Insurance in Asia (Wiley Finance)
by Stephan Binder and Joseph Luc Ngai
The Asian life insurance industry is truly entering an inflection point. Coming off massive growth from the past several years, the industry has suffered greatly, along with the rest of the financial industry, in the 2008 financial crisis. Most life insurers across Asia have lost tremendous value in the wake of the crisis; a few are in significant distress. It is important not to lose sight of the longer-term outlook though: fueled by macroeconomic factors such as the emergence of the middle cla...
Fpc Fp3: Identifying and Satisfying Client Needs
Combining comprehensive and up-to-date syllabus coverage with exercises and exam-style questions, this text focuses on protection, savings and investment. Awarded by the Chartered Insurance Institute (CII), the FPC is designed for people involved in the selling of financial products or services. The FPC is the compulsory minimum standard required by the industry's regulatory body - the Personal Investment Authority. The AFPC (advanced) represents the next optional level of qualification. This te...
Property Finance is an accessible and comprehensive guide to the field of property finance, linking the practicalities of property and construction with an understanding of core financial structures and concepts. It introduces the key components of real estate investment and development cycles, and explores the interconnected roles of the financial services industry, property companies, joint ventures, banks, and real estate developers. For this edition, a new co-author, Mark Daley, has been bro...
Insurance Companies' and Pension Fund's Investment
Financial Analyst's Indispensable Pocketguide is the first reference to give the more than 20,000 candidates who take AIMR-administered CFA exams annually--and the 60,000-plus CFAs and finance professionals who currently practice investment management--a single broad-based resource for specific terminology and information. Much more than just a dictionary, this dynamic book explains and expands upon the fundamental concepts that comprise a financial analyst's lexicon.Within each section, Ramesh...
Embrace best practices to advance and help evolve your DevOps operating model in the right direction and overcome common challenges that financial services organizations face. Purchase of the print or kindle book includes a free eBook in the PDF format.Key FeaturesDesign the right DevOps operating model for your organization through practical examplesGet insights into a variety of proven practices and concepts that you can employ during your DevOps adoptionGain a holistic view of the complete D...
Credit Business of Finance Houses and Other Specialist Consumer Credit Grantors (Business Monitors S.)
Credit Business of Finance Houses and Other Specialist Consumer Credit Grantors (Business Monitors S.)
The Purposeful Wealth Advisor: How to Build a Rewarding Career While Helping Clients Achieve Their Dreams
by Raj Sharma
'If you're a progressive, in Britain or elsewhere, and if you think the movement needs fresh ideas, read this book, it's full of them. Then get to work' The Guardian'It ought to be required reading for every civil servant, regulator and politician in the UK and elsewhere' Literary ReviewFinancial malpractice, we're told, is an aberration: the actions of a few bad apples deviating from the norms of a market-governed process and gaming the system. In Sabotage, political scientists Anastasia Nesvet...
Insurance Companies' and Pension Funds' Investment
Venture Capital (IFC Discussion Paper, #13)
by Silvia B. Sagari and Gabriela Guidotti
This book provides the foundational knowledge essential for comprehending the functioning of financial markets and institutions and their current challenges. First, the book provides a general overview on the functioning of the EU financial system, examining financial markets and financial intermediaries’ features and activity and their contribution to economic growth. It also outlines the evolution of the EU integration process, giving an overview of the most important regulatory steps related...
The global scope of the changes in the international financial and monetary systems ensured that no nation-state could protect itself from their effects. The quarter-century, 1970-95, included the most extensive legislative overhaul of financial services policy since the Great Depression, if not the greatest set of changes ever. This book examines how five such states - Canada, France, Germany, UK, USA - adapted by reforming their financial services policies.
Credit Business of Finance Houses and Other Specialist Consumer Credit Grantors (Business Monitors S.)
Behind nearly every corporate merger and every downsizing or "re-engineering" effort of the last decade lurked a highly paid management consultant. Consultants promise results, but what kind of practices do they employ to achieve them?Written by two award-winning journalists, Dangerous Company tells the harrowing tale of a Fortune 500 company that spent $75 million on consulting contracts, only to see sales plummet from $1.3 billion to $319 million; explains how AT&T could spend half a billion d...