Fees and performance may be at the top of the list of mutual fund characteristics investors look for, but don't count out faith. According to figures from investment research firm Morningstar, religious mutual funds have increased their assets under management to $16 billion this year, compared with just $2.37 billion in 2000.
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....
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