LEADER 04796nam 2200565 450 001 9910810513803321 005 20231117105317.0 010 $a1-119-40367-7 010 $a1-119-40370-7 010 $a1-119-40371-5 035 $a(CKB)4100000000641154 035 $a(Au-PeEL)EBL5014624 035 $a(CaPaEBR)ebr11437028 035 $a(CaONFJC)MIL1033381 035 $a(CaSebORM)9781119403692 035 $a(MiAaPQ)EBC5014624 035 $a(OCoLC)1003268023 035 $a(EXLCZ)994100000000641154 100 $a20171006h20172017 uy 0 101 0 $aeng 135 $aurcnu|||||||| 181 $2rdacontent 182 $2rdamedia 183 $2rdacarrier 200 10$aWealth management unwrapped, revised and expanded $eunwrap what you need to know and enjoy the present /$fCharlotte Beyer 205 $aRevised and expanded. 210 1$aHoboken, New Jersey :$cWiley,$d2017. 210 4$dİ2017 215 $a1 online resource (208 pages) $cillustrations 225 1 $aTHEi Wiley ebooks 300 $aIncludes index. 311 $a1-119-40369-3 330 $a"You are the CEO of My Wealth, Inc. -- so Take Charge! Wealth Management Unwrapped provides you with the tools and tips you need to take back control and more effectively manage your money. Wall Street veteran Charlotte Beyer conducts a tour of the wealth management industry, guiding you through the complexities and jargon with straightforward, no-nonsense expertise. From choosing an advisor and understanding the fine print, to fulfilling your responsibilities as CEO of My Wealth, Inc. this book offers all-in-one guidance for anyone ready to take charge of their finances. This revised and expanded version has been updated with new information, for women investors who seek the best advisor, older investors who confront investment choices, and a discussion on both robo-advisors and the impact of your wealth on your children. The companion website includes new interactive diagnostics to help you get started, assess your progress and then see how you compare to others who face similar challenges. By stripping away industry tech-speak and the all-too-common self-promotion, you will: Understand the difference between advisor and money manager Learn the best questions to ask when interviewing an advisor Dissect fee disclosure statements and conflicts of interest Find out if you might be a do-it-yourself investor and learn why that might make sense for your personality The wealth management industry has undergone massive change over the past 25 years. New services or products spring up, yet impenetrable language and marketing hype leave you with precious little practical information. In two or three hours of reading made easier thanks to the bold, often amusing illustrations, you will be a far smarter investor, not by learning the jargon but by applying common sense and insisting on clearer communications from your advisor. You and your advisor can create an even stronger and long lasting partnership by reading this book together. Wealth Management Unwrapped is like a powerful GPS, whether you're a novice or sophisticated investor, offering you a much clearer view of how to fully realize the dreams and goals your wealth now affords you"-- Provided by publisher. 330 $a"This book provides you with the tools and tips you need to take back control and more effectively manage your money. Wall Street veteran Charlotte Beyer conducts a tour of the wealth management industry, guiding you through the complexities and jargon with straightforward, no-nonsense expertise. From choosing an advisor and understanding the fine print, to fulfilling your responsibilities as CEO of My Wealth, Inc. this book offers all-in-one guidance for anyone ready to take charge of their finances. This revised and expanded version has been updated with new information, for women investors who seek the best advisor, older investors who confront investment choices, and a discussion on both robo-advisors and the impact of your wealth on your children. The companion website includes new interactive diagnostics to help you get started, assess your progress and then see how you compare to others who face similar challenges"-- Provided by publisher. 410 0$aTHEi Wiley ebooks. 606 $aFinancial planners 606 $aInvestment advisors 606 $aFinance, Personal 615 0$aFinancial planners. 615 0$aInvestment advisors. 615 0$aFinance, Personal. 676 $a332.024 700 $aBeyer$b Charlotte B.$01649169 801 0$bMiAaPQ 801 1$bMiAaPQ 801 2$bMiAaPQ 906 $aBOOK 912 $a9910810513803321 996 $aWealth management unwrapped, revised and expanded$94031961 997 $aUNINA