Langbeschreibung
Self-direction is a simple idea, yet its delivery and administration raise many complex issues. The contributors to this book, who include bankers, consultants, and trust officers, as well as traditional competitors, discuss the spectrum of issues affecting the self-directed account and trust administration.
Inhaltsverzeichnis
SECTI0N I: MARKET RESEARCH, SECTI0N ll: REGULA TORY ISSUES SECTI0N III: INVESTMENT STRATEGIES AND PRODUCT MIX, SECTI0N IV: CASE STUDIES, SECTI0N V: TRUST ADMINISTRATION, SECTI0N VI: PRODUCT POSTIONING AND MARKETING