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Risk expert James Gleason bypasses presents a down-to-earth, practical look at important new risk management tools and their uses. Gleason demonstrates how an improved understanding of risk provides a new paradigm for management. His exploration covers the full spectrum of financial risks that affects all players and offers practical solutions for overcoming typical challenges.

- Audience: Investment advisers, wealth managers, private bankers, trust officers, insurance advisers, accountants, trust and estate attorneys, high-net-worth individuals- The first book on a rapidly expanding market- PPLI is a "triple play" for wealthy investors, offering wealth creation, tax efficiency, and asset protection.

Many financial professionals don't know the worth of their practices or how to influence it. How to Value, Buy, or Sell a Financial-Advisory Practice takes advisers carefullly through the logic and the legwork of coming to a true assessment of one of their most important personal assets -- their busiiness.Renowned for their years of experience helping advisers tackle the daunting challenges related to the valuation, sale, and purchase of advisory firms, Mark C. Tibergien and Owen Dahl offer guidance that's essential and solutions that work.

The Methodical Compendium of Concentrated Portfolio Options Managing Concentrated Stock Wealth, Second Edition is the adviser's guide to skillfully managing the risk and opportunity presented by concentrated stock holdings.

The definitive guide to fixed-come securities-revised to reflect today's dynamic financial environmentThe Second Edition of the Fixed-Income Securities and Derivatives Handbook offers a completely updated and revised look at an important area of today's financial world. In addition to providing an accessible description of the main elements of the debt market, concentrating on the instruments used and their applications, this edition takes into account the effect of the recent financial crisis on fixed income securities and derivatives.As timely as it is timeless, the Second Edition of the Fixed-Income Securities and Derivatives Handbook includes a wealth of new material on such topics as covered and convertible bonds, swaps, synthetic securitization, and bond portfolio management, as well as discussions regarding new regulatory twists and the evolving derivatives market.* Offers a more detailed look at the basic principles of securitization and an updated chapter on collateralized debt obligations* Covers bond mathematics, pricing and yield analytics, and term structure models* Includes a new chapter on credit analysis and the different metrics used to measure bond-relative value* Contains illustrative case studies and real-world examples of the topics touched upon throughout the bookWritten in a straightforward and accessible style, Moorad Choudhry's new book offers the ideal mix of practical tips and academic theory within this important field.

A guide for community banks to rebuild and strengthen their businessWith Community Banking Strategies, author Vincent Boberski, a financial professional who has spent years working with senior management and the boards of directors at local banks, skillfully reveals how community banks can compete against bigger institutions in the wake of the most significant financial crisis since the 1930s.Chapter by chapter, he offers practical advice on many of the most important issues in this area, including portfolio management, balance sheet management, and dealing with interest rate and credit cycles. Along the way, Boberski also offers in-depth insights on establishing and encouraging the lasting client relationships that produce the most essential piece of the banking business: focusing on increasing core deposits, which is at the heart of any good local bank.* Details the strategies, products, and tactics that will enable community banks to create opportunities out of market dislocations and effectively manage risk* Reveals how to capture consistently profitable growth at the expense of regional and national competitors* Discusses what it takes to transform newfound market dynamics into customer relationships that touch both sides of the balance sheetIf you want to gain a better understanding of the strategies that could consistently lead to success in this field, this book is the best place to start.

A detailed guide to the discipline of corporate valuationDesigned for the professional investor who is building an investment portfolio that includes equity, Corporate Valuation for Portfolio Investment takes you through a range of approaches, including those primarily based on assets, earnings, cash flow, and securities prices, as well as hybrid techniques.Along the way, it discusses the importance of qualitative measures such as governance, which go well beyond generally accepted accounting principles and international financial reporting standards, and addresses a variety of special situations in the life cycle of businesses, including initial public offerings and bankruptcies. Engaging and informative, Corporate Valuation for Portfolio Investment also contains formulas, checklists, and models that the authors, or other experts, have found useful in making equity investments.* Presents more than a dozen hybrid approaches to valuation, explaining their relevance to different types of investors* Charts stock market trends, both verbally and visually, enabling investors to think like traders when needed* Offers valuation guidance based on less quantitative factors, namely management quality and factors relating to the company and the economyCorporate Valuation for Portfolio Investment puts this dynamic discipline in perspective and presents proven ways to determine the value of corporate equity securities for the purpose of portfolio investment.

MANAGED FUTURES are an essential part of the investment industry. Within this arena, managed futures professionals--also known as Commodity Trading Advisors (CTAs)--actively manage client assets using global futures and other derivative securities. Authors Galen Burghardt and Brian Walls--part of Newedge USA, a global multi-asset brokerage firm based out of Chicago--have extensive experience in the managed futures space, and now, with Managed Futures for Institutional Investors, they address the issues that will allow you to gain a firm understanding of this field and improve the performance of your portfolios through the use of CTAs. Divided into three comprehensive parts, the book opens with a detailed discussion of how this specific industry works. Here, everything from cash management practices and calculating a rate of return on something that has no net liquidating value is covered. You'll also gain insights on the most common vehicles for investing in CTAs, including funds, platforms, and managed accounts. Part Two, Building Blocks, offers some informative answers to the tough questions surrounding CTAs. Throughout this section, Burghardt and Walls touch on a number of topics, such as how trend following works and what active management of CTA investments really costs. Along the way, they also show how to put a CTA's drawdown experience in perspective and take a close look at how the single most important source of volatility in world financial markets affects the relationship between stock returns and CTA returns. Rounding out this in-depth look at CTAs and managed futures, Part Three, Portfolio Construction, examines how the predictability of volatility and correlation can be used to build portfolios that into the things that will help, and hinder, you in creating a well-diversified portfolio. They also show how to identify low correlation reliably and where the past, in fact, does reveal something useful about the future. Using futures as part of any actively managed portfolio is essential. This reliable guide offers a practical look at what CTAs and futures are all about, and how they can be used to evaluate and meet risk, return, and liquidity objectives.

An accessible reference that explores every aspect of the municipal bond market Until now, there has been no accessible encyclopedia, dictionary, nor guide to the world of municipal bonds.

Providing information on how to target, win, and retain profitable customers, this book presents an overview of the basic marketing functions - segmentation, positioning, brand building, situational analyses, and tactical planning - as they relate specifically to the financial services industry.

A handy reference to understanding key economic indicators and acting on them New economic data are reported virtually every trading day. Investors, big and small, have to understand how these reports influence their investments, portfolios, and future sources of income.

A groundbreaking book on the growing trend of crowdfunding Crowdfunding has gained considerable traction over the last few years. By combining the Internet/social media with equity-based financing, it is poised to usher in a new asset class that will change how early stage and small business financing transactions are consummated.

A detailed guide to the new era of IPO investing Typically generating a great deal of interest, excitement, and volatility, initial public offerings (IPOs) offer investors and traders with opportunities for both short-term and long-term profits.