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Full committee hearing on the impact of financial regulatory restructuring on small businesses and community lenders [[electronic resource] ] : hearing before the Committee on Small Business, United States House of Representatives, One Hundred Eleventh Congress, first session, hearing held September 23, 2009
| Full committee hearing on the impact of financial regulatory restructuring on small businesses and community lenders [[electronic resource] ] : hearing before the Committee on Small Business, United States House of Representatives, One Hundred Eleventh Congress, first session, hearing held September 23, 2009 |
| Pubbl/distr/stampa | Washington : , : U.S. G.P.O., , 2009 |
| Descrizione fisica | 1 online resource (vi, 203 pages) : illustrations |
| Soggetto topico |
Administrative acts - United States
Small business - United States - Finance Community banks - United States Consumer credit - United States Financial services industry - United States |
| Formato | Materiale a stampa  |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Altri titoli varianti | Full committee hearing on the impact of financial regulatory restructuring on small businesses and community lenders |
| Record Nr. | UNINA-9910698476603321 |
| Washington : , : U.S. G.P.O., , 2009 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
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The future of banking : how consolidation, nonbank competition, and technology are reshaping the banking system : hybrid hearing before the Subcommittee on Consumer Protection and Financial Institutions of the Committee on Financial Services, U.S. House of Representatives, One Hundred Seventeenth Congress, first session, September 29, 2021
| The future of banking : how consolidation, nonbank competition, and technology are reshaping the banking system : hybrid hearing before the Subcommittee on Consumer Protection and Financial Institutions of the Committee on Financial Services, U.S. House of Representatives, One Hundred Seventeenth Congress, first session, September 29, 2021 |
| Pubbl/distr/stampa | Washington : , : U.S. Government Publishing Office, , 2021 |
| Descrizione fisica | 1 online resource (v, 142 pages) : illustrations |
| Soggetto topico |
Financial institutions - United States
Nonbank financial institutions - United States Financial services industry - United States Banks and banking - United States Consumer protection - United States |
| Soggetto genere / forma | Legislative hearings. |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Altri titoli varianti | Future of banking |
| Record Nr. | UNINA-9910717058403321 |
| Washington : , : U.S. Government Publishing Office, , 2021 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
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The future of real-time payments : hearing before the Task Force on Financial Technology of the Committee on Financial Services, House of Representatives, One Hundred Sixteenth Congress, first session, September 26, 2019
| The future of real-time payments : hearing before the Task Force on Financial Technology of the Committee on Financial Services, House of Representatives, One Hundred Sixteenth Congress, first session, September 26, 2019 |
| Pubbl/distr/stampa | Washington : , : U.S. Government Publishing Office, , 2020 |
| Descrizione fisica | 1 online resource (v, 114 pages) |
| Soggetto topico |
Payment - United States
Electronic commerce Electronic funds transfers Financial services industry - United States |
| Soggetto genere / forma | Legislative hearings. |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Altri titoli varianti | Future of real-time payments |
| Record Nr. | UNINA-9910715143003321 |
| Washington : , : U.S. Government Publishing Office, , 2020 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Implementing the wealth management index [[electronic resource] ] : tools to build your practice and measure client success / / Ross Levin
| Implementing the wealth management index [[electronic resource] ] : tools to build your practice and measure client success / / Ross Levin |
| Autore | Levin Ross |
| Edizione | [1st edition] |
| Pubbl/distr/stampa | Hoboken, NJ, : J. Wiley and Sons, c2012 |
| Descrizione fisica | 1 online resource (284 p.) |
| Disciplina | 332.6 |
| Altri autori (Persone) | LevinRoss |
| Collana | Bloomberg Financial |
| Soggetto topico |
Financial planners - United States
Financial services industry - United States |
| Soggetto genere / forma | Electronic books. |
| ISBN |
1-282-25335-2
1-118-53167-1 9786613814005 1-118-15978-0 1-118-15979-9 |
| Classificazione | BUS036000 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success; Contents; Introduction; Chapter 1: Turning a Concept into a Practice; The Format; The Wealth Management Index Overview; The Wealth Management Index; Conclusion; Chapter 2: Building and Operating a Practice; What Do You Want to Be When You Grow Up?; Partners; Broader Ownership; Conclusion; Chapter 3: Growing Your Business; Quantitative Prospect Metrics; Behavioral Types of Prospects; The Prospect Meeting; Questions; Other Questions; Next Steps; Conclusion
Chapter 4: Developing Staff: The Client TeamLeadership Pipeline; Conclusion; Chapter 5: Training Staff in Using the Wealth Management Index; The New Hire Process; Conclusion; Chapter 6: The Work Plan; Pre-meeting; Post-meeting; Agenda; Conclusion; Chapter 7: Objective Setting; Asset Protection; Disability and Income Protection; Debt Management; Investment Planning; Estate Planning; Conclusion; Chapter 8: Scoring the Wealth Management Index; Spreadsheet; Chapter 9: Asset Protection (Preservation); Components; Have You Articulated a Life Insurance Philosophy? What Are Your Concerns Regarding Risks of Large Losses from Medical, Long-Term Care, Property/Casualty, and Personalor Professional Liability Issues?Have You Defined and Protected Your Business Interests?; Conclusion; Chapter 10: Disability and Income Protection (Protection); What Are the Income and Lifestyle Needs and Wants of Your Family Currently and Prospectively?; Have You Evaluated All Current Sources of Income and Potential Changes to These Sources?; Are You Fully Utilizing All Benefits Available to You?; Conclusion; Chapter 11: Debt Management Have You Established Your Philosophy Regarding Using Savings or Credit?Is Your Type of Debt Appropriate Given Your Wealth-Management Objectives?; Conclusion; Chapter 12: Investment Planning (Accumulation); Have You Developed an Investment Philosophy?; Have You Determined the Mechanics for Managing Your Portfolio and the Evaluation of What Success Looks Like?; Conclusion; Chapter 13: Estate Planning (Distribution); Have You a Philosophy on Wealth Transfer?; Have You Articulated Your Charitable Philosophy or Mission Statement? Have You Planned For Incapacitation, Elder Care Issues, and Final Planning Needs?Conclusion; Epilogue; About the Author; Index |
| Record Nr. | UNINA-9910139600403321 |
Levin Ross
|
||
| Hoboken, NJ, : J. Wiley and Sons, c2012 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Implementing the wealth management index [[electronic resource] ] : tools to build your practice and measure client success / / Ross Levin
| Implementing the wealth management index [[electronic resource] ] : tools to build your practice and measure client success / / Ross Levin |
| Autore | Levin Ross |
| Edizione | [1st edition] |
| Pubbl/distr/stampa | Hoboken, NJ, : J. Wiley and Sons, c2012 |
| Descrizione fisica | 1 online resource (284 p.) |
| Disciplina | 332.6 |
| Altri autori (Persone) | LevinRoss |
| Collana | Bloomberg Financial |
| Soggetto topico |
Financial planners - United States
Financial services industry - United States |
| ISBN |
1-282-25335-2
1-118-53167-1 9786613814005 1-118-15978-0 1-118-15979-9 |
| Classificazione | BUS036000 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success; Contents; Introduction; Chapter 1: Turning a Concept into a Practice; The Format; The Wealth Management Index Overview; The Wealth Management Index; Conclusion; Chapter 2: Building and Operating a Practice; What Do You Want to Be When You Grow Up?; Partners; Broader Ownership; Conclusion; Chapter 3: Growing Your Business; Quantitative Prospect Metrics; Behavioral Types of Prospects; The Prospect Meeting; Questions; Other Questions; Next Steps; Conclusion
Chapter 4: Developing Staff: The Client TeamLeadership Pipeline; Conclusion; Chapter 5: Training Staff in Using the Wealth Management Index; The New Hire Process; Conclusion; Chapter 6: The Work Plan; Pre-meeting; Post-meeting; Agenda; Conclusion; Chapter 7: Objective Setting; Asset Protection; Disability and Income Protection; Debt Management; Investment Planning; Estate Planning; Conclusion; Chapter 8: Scoring the Wealth Management Index; Spreadsheet; Chapter 9: Asset Protection (Preservation); Components; Have You Articulated a Life Insurance Philosophy? What Are Your Concerns Regarding Risks of Large Losses from Medical, Long-Term Care, Property/Casualty, and Personalor Professional Liability Issues?Have You Defined and Protected Your Business Interests?; Conclusion; Chapter 10: Disability and Income Protection (Protection); What Are the Income and Lifestyle Needs and Wants of Your Family Currently and Prospectively?; Have You Evaluated All Current Sources of Income and Potential Changes to These Sources?; Are You Fully Utilizing All Benefits Available to You?; Conclusion; Chapter 11: Debt Management Have You Established Your Philosophy Regarding Using Savings or Credit?Is Your Type of Debt Appropriate Given Your Wealth-Management Objectives?; Conclusion; Chapter 12: Investment Planning (Accumulation); Have You Developed an Investment Philosophy?; Have You Determined the Mechanics for Managing Your Portfolio and the Evaluation of What Success Looks Like?; Conclusion; Chapter 13: Estate Planning (Distribution); Have You a Philosophy on Wealth Transfer?; Have You Articulated Your Charitable Philosophy or Mission Statement? Have You Planned For Incapacitation, Elder Care Issues, and Final Planning Needs?Conclusion; Epilogue; About the Author; Index |
| Record Nr. | UNINA-9910830397603321 |
|
Levin Ross
|
||
| Hoboken, NJ, : J. Wiley and Sons, c2012 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Implementing the wealth management index : tools to build your practice and measure client success / / Ross Levin
| Implementing the wealth management index : tools to build your practice and measure client success / / Ross Levin |
| Autore | Levin Ross |
| Edizione | [1st edition] |
| Pubbl/distr/stampa | Hoboken, NJ, : J. Wiley and Sons, c2012 |
| Descrizione fisica | 1 online resource (284 p.) |
| Disciplina | 332.6 |
| Collana | Bloomberg Financial |
| Soggetto topico |
Financial planners - United States
Financial services industry - United States |
| ISBN |
1-282-25335-2
1-118-53167-1 9786613814005 1-118-15978-0 1-118-15979-9 |
| Classificazione | BUS036000 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success; Contents; Introduction; Chapter 1: Turning a Concept into a Practice; The Format; The Wealth Management Index Overview; The Wealth Management Index; Conclusion; Chapter 2: Building and Operating a Practice; What Do You Want to Be When You Grow Up?; Partners; Broader Ownership; Conclusion; Chapter 3: Growing Your Business; Quantitative Prospect Metrics; Behavioral Types of Prospects; The Prospect Meeting; Questions; Other Questions; Next Steps; Conclusion
Chapter 4: Developing Staff: The Client TeamLeadership Pipeline; Conclusion; Chapter 5: Training Staff in Using the Wealth Management Index; The New Hire Process; Conclusion; Chapter 6: The Work Plan; Pre-meeting; Post-meeting; Agenda; Conclusion; Chapter 7: Objective Setting; Asset Protection; Disability and Income Protection; Debt Management; Investment Planning; Estate Planning; Conclusion; Chapter 8: Scoring the Wealth Management Index; Spreadsheet; Chapter 9: Asset Protection (Preservation); Components; Have You Articulated a Life Insurance Philosophy? What Are Your Concerns Regarding Risks of Large Losses from Medical, Long-Term Care, Property/Casualty, and Personalor Professional Liability Issues?Have You Defined and Protected Your Business Interests?; Conclusion; Chapter 10: Disability and Income Protection (Protection); What Are the Income and Lifestyle Needs and Wants of Your Family Currently and Prospectively?; Have You Evaluated All Current Sources of Income and Potential Changes to These Sources?; Are You Fully Utilizing All Benefits Available to You?; Conclusion; Chapter 11: Debt Management Have You Established Your Philosophy Regarding Using Savings or Credit?Is Your Type of Debt Appropriate Given Your Wealth-Management Objectives?; Conclusion; Chapter 12: Investment Planning (Accumulation); Have You Developed an Investment Philosophy?; Have You Determined the Mechanics for Managing Your Portfolio and the Evaluation of What Success Looks Like?; Conclusion; Chapter 13: Estate Planning (Distribution); Have You a Philosophy on Wealth Transfer?; Have You Articulated Your Charitable Philosophy or Mission Statement? Have You Planned For Incapacitation, Elder Care Issues, and Final Planning Needs?Conclusion; Epilogue; About the Author; Index |
| Record Nr. | UNINA-9910876964803321 |
|
Levin Ross
|
||
| Hoboken, NJ, : J. Wiley and Sons, c2012 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Journal of financial services research
| Journal of financial services research |
| Pubbl/distr/stampa | New York, NY, : Kluwer Academic Publishers |
| Descrizione fisica | 1 online resource |
| Disciplina | 332.10973 |
| Soggetto topico |
Financial services industry - United States
Financial services industry Financial institutions - United States Financial institutions Services financiers - États-Unis Services financiers Institutions financières - États-Unis Institutions financières |
| Soggetto genere / forma | Periodicals. |
| ISSN | 1573-0735 |
| Formato | Materiale a stampa |
| Livello bibliografico | Periodico |
| Lingua di pubblicazione | eng |
| Altri titoli varianti | JFSR |
| Record Nr. | UNINA-9910147263303321 |
| New York, NY, : Kluwer Academic Publishers | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Journal of financial services research
| Journal of financial services research |
| Pubbl/distr/stampa | New York, NY, : Kluwer Academic Publishers |
| Descrizione fisica | 1 online resource |
| Disciplina | 332.10973 |
| Soggetto topico |
Financial services industry - United States
Financial services industry Financial institutions - United States Financial institutions Services financiers - États-Unis Services financiers Institutions financières - États-Unis Institutions financières |
| Soggetto genere / forma | Periodicals. |
| ISSN | 1573-0735 |
| Formato | Materiale a stampa |
| Livello bibliografico | Periodico |
| Lingua di pubblicazione | eng |
| Altri titoli varianti | JFSR |
| Record Nr. | UNISA-996211252703316 |
| New York, NY, : Kluwer Academic Publishers | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. di Salerno | ||
| ||
The legacy of George Floyd : an examination of financial services industry commitments to economic and racial justice : hybrid hearing before the Subcommittee on Diversity and Inclusion of the Committee on Financial Services, U.S. House of Representatives, One Hundred Seventeenth Congress, first session, June 29, 2021
| The legacy of George Floyd : an examination of financial services industry commitments to economic and racial justice : hybrid hearing before the Subcommittee on Diversity and Inclusion of the Committee on Financial Services, U.S. House of Representatives, One Hundred Seventeenth Congress, first session, June 29, 2021 |
| Pubbl/distr/stampa | Washington : , : U.S. Government Publishing Office, , 2021 |
| Descrizione fisica | 1 online resource (v, 141 pages) : illustrations |
| Soggetto topico | Financial services industry - United States |
| Soggetto genere / forma | Legislative hearings. |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Altri titoli varianti | Legacy of George Floyd |
| Record Nr. | UNINA-9910716923503321 |
| Washington : , : U.S. Government Publishing Office, , 2021 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
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Modernizing financial regulation [[electronic resource] /] / Lawrence P. Cowell, editor
| Modernizing financial regulation [[electronic resource] /] / Lawrence P. Cowell, editor |
| Pubbl/distr/stampa | New York, : Nova Science Publishers, Inc., c2010 |
| Descrizione fisica | 1 online resource (195 p.) |
| Disciplina | 346.73/08 |
| Altri autori (Persone) | CowellLawrence P |
| Collana | Financial institutions and services |
| Soggetto topico |
Financial services industry - United States
Financial institutions - Law and legislation - United States Banking law |
| Soggetto genere / forma | Electronic books. |
| ISBN | 1-61728-071-2 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Record Nr. | UNINA-9910461750403321 |
| New York, : Nova Science Publishers, Inc., c2010 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
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