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Results for tag: "Investment Management"

How to Structure Revocable Living Trusts - Product Thumbnail Image

How to Structure Revocable Living Trusts

  • Training
  • 3 Hours
  • Global
From
Australia Investment Banking Market Report and Forecast 2025-2034 - Product Thumbnail Image

Australia Investment Banking Market Report and Forecast 2025-2034

  • Report
  • March 2025
  • 135 Pages
  • Australia
From
From
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Philanthropy Investors Database - Product Thumbnail Image

Philanthropy Investors Database

  • Database
  • June 2020
  • Global
From
Auditing Technology and IT Investment Management - Product Thumbnail Image

Auditing Technology and IT Investment Management

  • Training
  • 60 Minutes
  • Global
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The Investment Management market is a subset of the Wealth Management industry. It involves the management of financial assets and investments for individuals, families, and institutions. Investment Managers provide advice and services to clients on how to best allocate their financial resources. This includes selecting and managing investments, such as stocks, bonds, mutual funds, and other securities. Investment Managers also provide guidance on tax planning, estate planning, and retirement planning. The Investment Management market is highly competitive, with a wide range of services and products available. Investment Managers must be knowledgeable about the markets and have the ability to identify and capitalize on opportunities. They must also be able to provide sound advice and guidance to their clients. Some of the companies in the Investment Management market include BlackRock, Vanguard, Fidelity Investments, Charles Schwab, and Goldman Sachs. Show Less Read more