Info
- Utilizzare la checkbox di selezione a fianco di ciascun documento per attivare le funzionalità di stampa, invio email, download nei formati disponibili del (i) record.
Before you file for personal bankruptcy [[electronic resource] ] : information about credit counseling and debtor education
| Before you file for personal bankruptcy [[electronic resource] ] : information about credit counseling and debtor education |
| Pubbl/distr/stampa | [Washington, D.C.] : , : Federal Trade Commission, Bureau of Consumer Protection, Division of Consumer and Business Education, , [2006] |
| Descrizione fisica | 4 pages : digital, PDF file |
| Collana | FTC facts for consumers |
| Soggetto topico |
Bankruptcy - United States
Finance, Personal - United States Financial planners - United States |
| Formato | Materiale a stampa  |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Altri titoli varianti | Before you file for personal bankruptcy |
| Record Nr. | UNINA-9910696146003321 |
| [Washington, D.C.] : , : Federal Trade Commission, Bureau of Consumer Protection, Division of Consumer and Business Education, , [2006] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Conozca a su asesor financiero
| Conozca a su asesor financiero |
| Pubbl/distr/stampa | [Washington, D.C.] : , : Oficina para la Proteccion Financiera del Consumidor, , [2013] |
| Descrizione fisica | 1 online resource (4 pages) |
| Soggetto topico |
Older people - United States - Finance, Personal
Financial planners - United States Consumer protection - United States |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | spa |
| Record Nr. | UNINA-9910705726903321 |
| [Washington, D.C.] : , : Oficina para la Proteccion Financiera del Consumidor, , [2013] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Considering a financial caregiver? : know your options
| Considering a financial caregiver? : know your options |
| Pubbl/distr/stampa | Washington, DC : , : Consumer Financial Protection Bureau, , 2021 |
| Descrizione fisica | 1 online resource (4 pages) |
| Soggetto topico | Financial planners - United States |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Altri titoli varianti | Considering a financial caregiver? |
| Record Nr. | UNINA-9910716908803321 |
| Washington, DC : , : Consumer Financial Protection Bureau, , 2021 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Consumer finance [[electronic resource] ] : regulatory coverage generally exists for financial planners, but consumer protection issues remain : report to congressional addresses
| Consumer finance [[electronic resource] ] : regulatory coverage generally exists for financial planners, but consumer protection issues remain : report to congressional addresses |
| Pubbl/distr/stampa | [Washington, D.C.] : , : U.S. Govt. Accountability Office, , [2011] |
| Descrizione fisica | 1 online resource (ii, 46 pages) : illustrations |
| Soggetto topico |
Financial planners - United States
Consumer protection - United States |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Altri titoli varianti | Consumer finance |
| Record Nr. | UNINA-9910700913003321 |
| [Washington, D.C.] : , : U.S. Govt. Accountability Office, , [2011] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Financial coaching: advancing the field to better serve consumers : a report on the CFPB's 2017 Financial Coaching Symposium
| Financial coaching: advancing the field to better serve consumers : a report on the CFPB's 2017 Financial Coaching Symposium |
| Pubbl/distr/stampa | [Washington, D.C.] : , : Consumer Financial Protection Bureau, , August 2017 |
| Descrizione fisica | 1 online resource (19 pages) |
| Soggetto topico |
Financial planners - United States
Financial literacy - United States Consumers - United States |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Altri titoli varianti | Financial coaching |
| Record Nr. | UNINA-9910715489703321 |
| [Washington, D.C.] : , : Consumer Financial Protection Bureau, , August 2017 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Financial planners [[electronic resource] /] / U.S. Securities and Exchange Commission
| Financial planners [[electronic resource] /] / U.S. Securities and Exchange Commission |
| Edizione | [[2008 ed.]] |
| Pubbl/distr/stampa | [Washington, D.C.] : , : U.S. Securities and Exchange Commission, , [2008] |
| Descrizione fisica | 1 electronic text : HTML file |
| Soggetto topico |
Financial planners - United States
Consumer education - United States |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Altri titoli varianti | Financial planners and investment advisers |
| Record Nr. | UNINA-9910702884903321 |
| [Washington, D.C.] : , : U.S. Securities and Exchange Commission, , [2008] | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
How to value, buy, or sell a financial-advisory practice [[electronic resource] ] : a manual on mergers, acquisitions, and transition planning / / Mark C. Tibergien and Owen Dahl
| How to value, buy, or sell a financial-advisory practice [[electronic resource] ] : a manual on mergers, acquisitions, and transition planning / / Mark C. Tibergien and Owen Dahl |
| Autore | Tibergien Mark C. <1952-> |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | New York, : Bloomberg Press, 2006 |
| Descrizione fisica | 1 online resource (353 p.) |
| Disciplina |
338.8/30243326
338.83024332 |
| Altri autori (Persone) | DahlOwen |
| Collana | Bloomberg Financial |
| Soggetto topico |
Financial planners - United States
Investment advisors - United States Business enterprises - Valuation - United States Sale of business enterprises - United States Business enterprises - Purchasing - United States |
| Soggetto genere / forma | Electronic books. |
| ISBN |
0-470-88498-3
1-119-20488-7 1-282-70632-2 9786612706325 0-470-88295-6 1-57660-254-0 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | pt. 1. Defining value -- pt. 2. Assessing value -- pt. 3. Coming to terms -- pt. 4. Ounces of prevention -- pt. 5. Inside stories -- pt. 6. The marketplace. |
| Record Nr. | UNINA-9910146450203321 |
Tibergien Mark C. <1952->
|
||
| New York, : Bloomberg Press, 2006 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
How to value, buy, or sell a financial-advisory practice [[electronic resource] ] : a manual on mergers, acquisitions, and transition planning / / Mark C. Tibergien and Owen Dahl
| How to value, buy, or sell a financial-advisory practice [[electronic resource] ] : a manual on mergers, acquisitions, and transition planning / / Mark C. Tibergien and Owen Dahl |
| Autore | Tibergien Mark C. <1952-> |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | New York, : Bloomberg Press, 2006 |
| Descrizione fisica | 1 online resource (353 p.) |
| Disciplina |
338.8/30243326
338.83024332 |
| Altri autori (Persone) | DahlOwen |
| Collana | Bloomberg Financial |
| Soggetto topico |
Financial planners - United States
Investment advisors - United States Business enterprises - Valuation - United States Sale of business enterprises - United States Business enterprises - Purchasing - United States |
| ISBN |
0-470-88498-3
1-119-20488-7 1-282-70632-2 9786612706325 0-470-88295-6 1-57660-254-0 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | pt. 1. Defining value -- pt. 2. Assessing value -- pt. 3. Coming to terms -- pt. 4. Ounces of prevention -- pt. 5. Inside stories -- pt. 6. The marketplace. |
| Record Nr. | UNINA-9910831173303321 |
|
Tibergien Mark C. <1952->
|
||
| New York, : Bloomberg Press, 2006 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
How to value, buy, or sell a financial-advisory practice : a manual on mergers, acquisitions, and transition planning / / Mark C. Tibergien and Owen Dahl
| How to value, buy, or sell a financial-advisory practice : a manual on mergers, acquisitions, and transition planning / / Mark C. Tibergien and Owen Dahl |
| Autore | Tibergien Mark C. <1952-> |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | New York, : Bloomberg Press, 2006 |
| Descrizione fisica | 1 online resource (353 p.) |
| Disciplina | 338.8/30243326 |
| Altri autori (Persone) | DahlOwen |
| Collana | Bloomberg Financial |
| Soggetto topico |
Financial planners - United States
Investment advisors - United States Business enterprises - Valuation - United States Sale of business enterprises - United States Business enterprises - Purchasing - United States |
| ISBN |
9786612706325
9780470884980 0470884983 9781119204886 1119204887 9781282706323 1282706322 9780470882955 0470882956 9781576602546 1576602540 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto | pt. 1. Defining value -- pt. 2. Assessing value -- pt. 3. Coming to terms -- pt. 4. Ounces of prevention -- pt. 5. Inside stories -- pt. 6. The marketplace. |
| Record Nr. | UNINA-9911020198203321 |
|
Tibergien Mark C. <1952->
|
||
| New York, : Bloomberg Press, 2006 | ||
| 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 | ||
| ||
