Mutual fund giant Fidelity Investments has inked an agreement with American Airlines in a new marketing twist. Under the agreement, American's AAdvantage members will earn miles for opening brokerage accounts at Fidelity. The more money investors deposit, the further they can fly. Earlier this year, Fidelity struck a deal with Amazon.com to offer financial services through the online retailer's “financial-services store.”
Cannon’s Concepts For Professionals: A Complete Library of Essential Financial Concepts
This reference book was updated for 2008 and now contains over 900 pages of information on essential financial concepts and wealth management strategies for your work with wealthy clients. The book not only contains brief summaries of each topic, but it also contains many useful diagrams and charts that can be used with clients when explaining difficult financial concepts. The information in this book meets current FINRA/NASD guidelines....
