O'Reilly logo

Private Wealth Management: The Complete Reference for the Personal Financial Planner, Ninth Edition, 9th Edition by Jerry Rosenbloom, G. Victor Hallman

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

2

Environment for Wealth Management

INSTITUTIONAL ENVIRONMENT

A number of financial institutions provide the products and financial services embraced by private wealth management. These institutions operate in the economy’s capital markets, in which the available supply of funds is allocated to those who wish to borrow or invest. They act as financial intermediaries in that they receive funds from savers and investors and then allocate them to those who want to consume, buy property, or invest in productive enterprises. These institutions include commercial banks, securities and brokerage firms, investment company organizations, insurance companies, trust companies, credit unions and other thrift institutions, and newer entities such as hedge ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required