EPISODE · Feb 8, 2012
Trends in Investment Reporting and Challenges in Performance Reporting to Private Wealth Clients
In episode #138, James M. Edmonds, CFA, sheds light on the intricacies and challenges of performance reporting for high-net-worth investors and financial advisers.
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Trends in Investment Reporting and Challenges in Performance Reporting to Private Wealth Clients
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This episode was published on February 8, 2012.
What is this episode about?
In episode #138, James M. Edmonds, CFA, sheds light on the intricacies and challenges of performance reporting for high-net-worth investors and financial advisers.
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