The New Paradigm for Providing Financial Services
This book uses extensive industry research, coupled with the authors' experience working with CPA firms, to show why wealth management is the wave of the future for any financial services firm that wants to connect with affluent clients and be successful. The authors encourage these firms to act sooner, rather than later, to enjoy a measurable competitive advantage.
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AUTHOR: Robert Stowe England
DESCRIPTION: Soft Cover, 135 Pages

China, the world's most populous nation, faces a period of rapid aging that will outpace the aging of most of the world's populations. This grand demographic change poses difficult questions about how to provide and sustain an adequate retirement income and a minimum level of health care for the elderly, who will number more than 332 million in 2050.
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With EconAmerica, author Jeff Thredgold sets the record straight by debunking some of today's most common econmic myths -- many of which have been perpetuated by the media -- and presents a balanced picture of the U.S. Economy and where it may be headed.
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AUTHOR: Sally Mulhern, J.D.
Description: Soft Cover

Whether you are an:
•investment advisor
•financial planner
•accountant
•charitable development advisor
•trust officer

This book will help teach you how to become a leading financial professional in the rapidly growing estate planning field.

Book Review Available
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The Internet has created a new class of affluent investors, the eMillionaires. A group that's projected to amass an astounding $673 billion in investable assets by the year 2006. Now, for the first time, investment advisors and financial institutions can get the inside story on eMillionaires. Based on interviews of 652 eMillionaires, the authors have opened the door on this new breed of investors, offering a detailed look at their personal and professional lives, the products and services they want, and their feelings about investing and financial advisors.
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