Bloomberg Press imprint: 136 books
How to Value, Buy, or Sell a Financial Advisory Practice
A Manual on Mergers, Acquisitions, and Transition Planning
Language: English
Release Date: May 13, 2010
Financial planning is a young industry. The International Association of Financial Planning—one of the predecessors to the Financial Planning Association—was formed less than forty years ago. But as the profession's first tier of advisers reaches maturity, the decisions that may be part of transition...
The Only Guide to Alternative Investments You'll Ever Need
The Good, the Flawed, the Bad, and the Ugly
Language: English
Release Date: May 13, 2010
The rewards of carefully chosen alternative investments can be great. But many investors don’t know enough about unfamiliar investments to make wise choices. For that reason, financial advisers Larry Swedroe and Jared Kizer designed this book to bring investors up to speed on the twenty most popular...
The Securitization Markets Handbook
Structures and Dynamics of Mortgage - and Asset-Backed Securities
Language: English
Release Date: May 18, 2010
In this long-awaited handbook, noted experts Charles Stone and Anne Zissu provide an enlightening overview of how securitization works and explain how future cash flows from various asset classes—from credit card receipts to mortgage payments—can be packaged into bond-like products and sold to...
by Jeffrey H. Rattiner
Language: English
Release Date: May 21, 2010
Language: English
Release Date: May 21, 2010
There has never been more opportunity for financial planners--or more reasons for financial professionals to consider switching the direction of their careers into this lucrative field. Today's planners will cash in on the huge surge of baby boomers preparing for retirement in the decades ahead. And...
Practice Made Perfect
The Discipline of Business Management for Financial Advisers
Language: English
Release Date: June 4, 2010
When financial advisers need guidance on running their business, they turn to Mark Tibergien, the most prominent, most respected authority and hands-on consultant on the science and practice of managing financial advisory firms. Together with Moss Adams colleague and principal Rebecca Pomering, they...
by Katherine Vessenes
Language: English
Release Date: June 10, 2010
Language: English
Release Date: June 10, 2010
This is the benchmark book for building client relationships, growing a practice, and avoiding litigation--written in association with the world's leading organization for financial services professionals. Audience: Broker-dealers and their home-office personnel, registered reps, accountants, tax...
High-Profit IPO Strategies
Finding Breakout IPOs for Investors and Traders
Language: English
Release Date: October 17, 2012
A detailed guide to the new era of IPO investing
Typically generating a great deal of interest, excitement, and volatility, initial public offerings (IPOs) offer investors and traders with opportunities for both short-term and long-term profits. In the Third Edition of High-Profit IPO Strategies,...
PIPEs
A Guide to Private Investments in Public Equity
Language: English
Release Date: May 20, 2010
Private investments in public equity (PIPEs) offer a practical financing alternative for companies seeking capital and a unique asset for investors. For practitioners who know how to identify and execute transactions, PIPEs present a growing opportunity.
This revised and updated guide presents...
Due Diligence for Global Deal Making
The Definitive Guide to Cross-Border Mergers and Acquisitions, Joint Ventures, Financings, and Strategic Alliances
Language: English
Release Date: May 27, 2010
Companies of all sizes have been initiating international transactions--mergers and acquisitions, joint ventures, strategic alliances, and private placements--in record numbers. Targeted due diligence is crucial to effectively research, value, and complete these complex deals. With an evolving climate...
Trading ETFs
Gaining an Edge with Technical Analysis
Language: English
Release Date: December 5, 2011
A comprehensive catalog of exchange-traded funds and insights into successful trading techniques
This Second Edition of the bestselling Trading ETFs offers an updated version of the definitive guide to this vital part of the capital markets. It contains numerous new examples of the techniques...
Systemic Liquidity Risk and Bipolar Markets
Wealth Management in Today's Macro Risk On / Risk Off Financial Environment
Language: English
Release Date: November 26, 2012
The dramatic and well chronicled crisis of 2007/8 marked a watershed moment for all stakeholders in global capital markets. In the aftermath, financial markets have become even more tightly coupled as correlations in returns across multiple asset classes have been at historically elevated levels....
by Joseph G. Nicholas
Language: English
Release Date: May 20, 2010
Language: English
Release Date: May 20, 2010
Hedge funds are in the news and on the minds of sophisticated investors more than ever. Investors have questions about how the funds are structured, where the assets are allocated, and whether hedge funds can truly act as a hedge against market risk. The answers are all here in Investing in Hedge...
Community Banking Strategies
Steady Growth, Safe Portfolio Management, and Lasting Client Relationships
Language: English
Release Date: July 30, 2010
A guide for community banks to rebuild and strengthen their business
With Community Banking Strategies, author Vincent Boberski, a financial professional who has spent years working with senior management and the boards of directors at local banks, skillfully reveals how community banks can...
The Financial Services Marketing Handbook
Tactics and Techniques That Produce Results
Language: English
Release Date: February 8, 2012
The roadmap to success for financial professionals using real-world examples, practical how-to's, and a structured approach to marketing strategy and tactics that covers the basics for beginners and inspires new ideas for marketing pros
The Financial Marketing Services Handbook, Second Edition...