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| High-Impact Wealth Management: Jenny and Andrew Confront Mortality - Reading Companion |
| 作者姓名：Chuck Grace; |
| 商品類型：Supplement | 商品編號：9B16N044 |
| 出版日期：2019/05/30 | 內容長度：7 頁 |
Supplement to accompany 9B16N043.
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| Nest Wealth Asset Management Inc. - Teaching Note |
| 作者姓名：Chuck Grace; Andrew Sarta; |
| 商品類型： | 商品編號：8B17M114 |
| 出版日期：2018/02/22 | 內容長度：14 頁 |
Teaching Note for product 9B17M114.
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| Robo-advisors to Humans: We Come in Peace |
| 作者姓名：Chuck Grace; Romina Maurino |
| 商品類型：Article | 商品編號：9B18TA05 |
| 出版日期：2018/01/01 | 內容長度：4 頁 |
Robo-advisors and financial technology tend to evoke as much excitement as they do fear. But what if the best fintech applications could be used to help both advisors and clients? What if there were changes that could be implemented without a major regulatory overhaul? After sessions with thought leaders in 2017, the authors found that bankers, dealers, vendors, start-up executives, consultants, regulators, academics, students, and advisors all seemed .....more
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| Nest Wealth Asset Management Inc. |
| 作者姓名：Chuck Grace; Andrew Sarta; |
| 商品類型：Case (Field) | 商品編號：9B17M114 |
| 出版日期：2017/08/03 | 內容長度：13 頁 |
Nest Wealth Asset Management Inc. (Nest) was a new Canadian robo-adviser based in Toronto. The company competed not only against large incumbents such as Canadian banks but also against other financial technology start-ups. In April 2015, Nest's main competitor had just aligned with a significant partner that had abundant financial resources and broad market access. Nest's chief executive officer needed to consider the best option for the .....more
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| High-Impact Wealth Management: Andrew Does the Math - Spreadsheet Templates |
| 作者姓名：Chuck Grace; Matt Lord; |
| 商品類型： | 商品編號：5B16N026 |
| 出版日期：2017/05/18 | 內容長度：22 頁 |
Spreadsheet templates for product 8B16N026.
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| High-Impact Wealth Management: Jenny Looks to the Future - Teaching Note |
| 作者姓名：Chuck Grace; |
| | 商品編號：8B16N023 |
| 出版日期：2017/05/18 | 內容長度：7 頁 |
Teaching note for product 9B16N023.
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| High-Impact Wealth Management: Andrew Does the Math - Teaching Note |
| 作者姓名：Chuck Grace; Matt Lord; |
| | 商品編號：8B16N026 |
| 出版日期：2017/05/18 | 內容長度：8 頁 |
Teaching note for product 9B16N026.
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| High-Impact Wealth Management: Tom and Deena Plan for Retirement - Teaching Note |
| 作者姓名：Chuck Grace; |
| | 商品編號：8B16N028 |
| 出版日期：2017/05/18 | 內容長度：9 頁 |
Teaching note for 9B16N028.
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| High-Impact Wealth Management: Andrew Finds His Mix - Teaching Note |
| 作者姓名：Chuck Grace; |
| | 商品編號：8B16N030 |
| 出版日期：2017/05/18 | 內容長度：9 頁 |
Teaching note for product 9B16N030.
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| High-Impact Wealth Management: Jenny Li's Mix at Risk - Teaching Note |
| 作者姓名：Chuck Grace; |
| | 商品編號：8B16N032 |
| 出版日期：2017/05/18 | 內容長度：7 頁 |
Teaching note for product 9B16N032.
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