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Jenny and Andrew Pick an Advisor
Chuck Grace; Paige Addesi; Matt LordCaso IVEY-9B16N041-EFinanzasThe High-Impact Wealth Management case series is a portfolio of cases that are built around the high-impact theme. Each case in the series can stand on its own to deliver a unique learning objective; but, taken together, the cases are designed to cover alDesde 8,20 €
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High-Impact Wealth Management: Jenny and Andrew Confront Mortality - Reading Companion
Chuck GraceCaso IVEY-9B16N044-EFinanzasSupplement to accompany 9B16N043.Desde 8,20 €
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High-Impact Wealth Management: Andrew Puts A Ring On It
Chuck Grace; Paige Addesi; Matt LordCaso IVEY-9B16N045-EFinanzasThe High-Impact Wealth Management case series is a portfolio of cases that are built around the high-impact theme. Each case in the series can stand on its own to deliver a unique learning objective; but, taken together, the cases are designed to cover all seven topics covered in the list of “common-cents” strategies.Desde 8,20 €
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James and Laura
Chuck GraceCaso IVEY-9B12N019-EFinanzasJames and Laura Wiggins had some decisions to make. Last year, James’s father had died of a stroke. Death was not instantaneous, however, and the man had lingered in hospital for several weeks in a coma. During this time, no one had been able to access James’s father’s bank accounts (which were registered in the father’s name only). This inability to access the accounts had caused James’s mother considerable economic hardship, which impressed upo...Desde 8,20 €
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Duckworth Asset Management Inc.
Chuck GraceCaso IVEY-9B09N021-EFinanzasIn October 2008, the manager of client services at Duckworth Asset Management Inc. (Duckworth), an investment firm headquartered in St. John's, Newfoundland, was preparing for a briefing with Duckworth's vice-president of investments. The vice-president had been fielding several phone calls in the past few weeks, all from clients concerned about the significant drop in global financial markets. Since its June 2008 peak, Canada's S&P/TSX had dropp...Desde 8,20 €