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  2. The Richest Man in Babylon - Wikipedia

    en.wikipedia.org/wiki/The_Richest_Man_in_Babylon

    The Richest Man in Babylon is a 1926 book by George S. Clason that dispenses financial advice through a collection of parables set 4,097 years earlier, in ancient Babylon.The book remains in print almost a century after the parables were originally published, and is regarded as a classic of personal financial advice.

  3. Wealth management - Wikipedia

    en.wikipedia.org/wiki/Wealth_management

    Wealth management (WM) or wealth management advisory (WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. It is a discipline which incorporates structuring and ...

  4. Investment management - Wikipedia

    en.wikipedia.org/wiki/Investment_management

    Wealth management by financial advisors takes a more holistic view of a client, with allocations to particular asset management strategies. The term fund manager, or investment adviser in the United States, refers to both a firm that provides investment management services and to the individual who directs fund management decisions.

  5. What is wealth management and do you need it? - AOL

    www.aol.com/finance/wealth-management-231826568.html

    Wealth management strategies will vary based on the specific needs of the client. Overall, the reason to use a wealth management firm is to seek strategies to help maintain and grow your total wealth.

  6. Investment - Wikipedia

    en.wikipedia.org/wiki/Investment

    For investors paying for each dollar of a company's earnings, the P/E ratio is a significant indicator, but the price-to-book ratio (P/B) is also a reliable indication of how much investors are willing to spend on each dollar of company assets. In the process of the P/B ratio, the share price of a stock is divided by its net assets; any ...

  7. Author unpacks the meaning of 'true wealth' in new book

    www.aol.com/finance/author-unpacks-meaning-true...

    Husserl, a wealth adviser, prides herself on providing manageable ways to take the stress out of money by developing a deeper understanding and awareness of the role it plays in your life.

  8. Financial management - Wikipedia

    en.wikipedia.org/wiki/Financial_management

    The term "financial management" refers to a company's financial strategy, while personal finance or financial life management refers to an individual's management strategy. A financial planner , or personal financial planner, is a professional who prepares financial plans here.

  9. Spear's Wealth Management Survey - Wikipedia

    en.wikipedia.org/wiki/Spear's_Wealth_Management...

    Spear's Book Awards were awarded in a number of categories between 2009 and 2014. [30] In 2009, the awards jury picked books which went on to win the Man Booker Prize and the FT/Goldman Sachs Prize. [31] In 2010 the categories included: [31] [32] Citi Private Bank Financial History of the Year; Financial Book of the Year; Biography of the Year