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| assetmark tamp: J.K. Lasser Pro Separate Account Management Larry Chambers, Ken Ziesenheim, Peter Trevisani, 2003-06-03 A FINANCIAL ADVISOR'S GUIDE TO A PERSONAL AND FLEXIBLE MONEY MANAGEMENT APPROACH FOR HIGH NET WORTH CLIENTS Twenty years ago separate account management programs (SAMs) were reserved for the sophisticated advisor who only served the very wealthy. Today, SAM programs have become available to most advisors and several layers of the affluent. If you intend to work with affluent clients that demand personal and flexible service, you must have a complete understanding of this approach to money management-and J.K. Lasser Pro Separate Account Management is the perfect guide. Filled with in-depth insights and expert advice, J.K. Lasser Pro Separate Account Management will introduce you to the nuances of separate account management as well as show you how to use this investment vehicle to build your business and help your clients reach their financial goals. This invaluable resource will: * Take the mystery out of providing professional asset management services to a broad cross section of your clients * Educate you about the opportunities and advantages of using separately managed accounts * Provide you with information about how separately managed accounts work as well as who should be in them * Illustrate how you can employ separately managed accounts in your financial advisory practice * Learn how to convert from commission to fees * And much more Filled with practical guidance and vital information, J.K. Lasser Pro Separate Account Management is a valuable road map for financial professionals looking to master this unique approach to managing money. |
| assetmark tamp: The Emergence of ETFs in Asia-Pacific Adam Marszk, Ewa Lechman, Yasuyuki Kato, 2019-03-28 This book is dedicated to examining Exchange-Traded Funds (ETFs) market in the Asia-Pacific region between 2004 and 2017. It offers a broad examination of the attributes and development of the ETF markets. The book presents a new approach to ETF markets modeling that uses innovation diffusion model. In addition, it explores the empirical links between ETFs and Information and Communication Technologies (ICTs). The book also compares ETFs and competing investment options. This book should appeal to both academics and practitioners as it includes detailed descriptions of the ETF markets and prepared projections regarding their future development. As the Asia-Pacific region plays a significant role in the global economy, this book should be useful for international readers beyond this area. The Emergence of ETFs in Asia-Pacific begins with an overview of the Asia-Pacific economies, focusing on their importance for the global economy and their features. Next, the book introduces an analytical framework. It explains major features of ETFs (such as their creation, distribution, and trading) and key categories, which facilitates profound understanding of the book merit even for readers with little knowledge about ETFs. The following chapter explores the role of ICTs in economy and society identifying channels of their impact on financial markets. It discusses how ICTs foster dynamic spread of financial innovations (including ETFs) across financial markets. Next, the book examines the ETF market's development in different countries in the Asia-Pacific region, by analyzing their level of development in terms of turnover. In this part it also provides brief characteristics of all markets, including their structures and categories of ETFs in various countries. Consecutive part of the book is dedicated to reports on the process of ICTs growing penetration across Asia-Pacific countries, showing the changes observed during recent years. It then continues the empirical analysis of the ETF markets in the Asia-Pacific region by attempting to trace the links between the development of ETF markets and ICT penetration during the period 2004-2017. As complementary material, a methodological annex is included showing major analytical techniques used throughout the research. |
| assetmark tamp: The Evaluation and Optimization of Trading Strategies Robert Pardo, 2008-02-08 A newly expanded and updated edition of the trading classic, Design, Testing, and Optimization of Trading Systems Trading systems expert Robert Pardo is back, and in The Evaluation and Optimization of Trading Strategies, a thoroughly revised and updated edition of his classic text Design, Testing, and Optimization of Trading Systems, he reveals how he has perfected the programming and testing of trading systems using a successful battery of his own time-proven techniques. With this book, Pardo delivers important information to readers, from the design of workable trading strategies to measuring issues like profit and risk. Written in a straightforward and accessible style, this detailed guide presents traders with a way to develop and verify their trading strategy no matter what form they are currently using–stochastics, moving averages, chart patterns, RSI, or breakout methods. Whether a trader is seeking to enhance their profit or just getting started in testing, The Evaluation and Optimization of Trading Strategies offers practical instruction and expert advice on the development, evaluation, and application of winning mechanical trading systems. |
| assetmark tamp: Loaded Sarah Newcomb, 2016-04-18 Praise for LOADED LOADED is that rare resource which somehow captures both theoretical and practical wisdom about money, personality, and life. Your views – and actions – with money will be much improved after reading the wonderful advice in LOADED. —James Grubman, PhD, author of Strangers in Paradise: How Families Adapt to Wealth Across Generations and co-author of Cross Cultures: How Global Families Negotiate Change Across Generations YOUR MOST VALUABLE ASSET...IS YOU. LOADED WILL TEACH YOU HOW TO MAKE THE MOST OF IT. Based on decades of research and years of hands-on experience with people from all walks of life, LOADED is a must-read for anyone who finds themselves caught between the desire to thrive financially and the complex emotions and conflicting priorities that money so often brings to our lives. Inside, you will learn to: Check your stories. Pinpoint and change beliefs that hold you back. Choose your strategies. Learn how to align your money with your needs. Cultivate your value. Put your unique resources to use and earn more. Deeply researched, yet written in an approachable, conversational tone, LOADED offers insight into how your personal experiences have shaped your financial attitudes, and how you can build a healthier relationship with money. |
| assetmark tamp: Advice That Sticks Moira Somers, 2018-02-28 The advice is sound; the client seems eager; and then... nothing happens! Too often, this is the experience that financial professionals encounter in their daily work. When good recommendations go unimplemented, clients’ well-being is compromised, opportunities are lost, and the professional relationship grows strained. Advice that Sticks takes aim at the problem of financial non-adherence. Written by a neuropsychologist and financial change expert, this book examines the five main factors that determine whether a client will follow through with financial advice. Individual client psychology plays a role in non-adherence; so, too, do sociocultural and environmental factors, general advice characteristics, and specific challenges pertaining to the emotionally loaded domain of money. Perhaps most surprising, however, is the extent to which advice-givers themselves can foil implementation. A great deal of non-adherence is due to preventable mistakes made by financial professionals and their teams. The author integrates her extensive clinical and consulting experience with research findings from the fields of positive psychology, behavioural economics, neuroscience, and medicine. What emerges is a thoughtful, funny, but above all practical guide for anyone who makes a living providing financial advice. It will become an indispensable handbook for people working with clients across the wealth spectrum. |
| assetmark tamp: The Seventh Sense Joshua Cooper Ramo, 2018-04-03 NEW YORK TIMES BESTSELLER WASHINGTON POST BESTSELLER Winner of the getAbstract 17th International Book Award The Seventh Sense is a concept every businessman, diplomat, or student should aspire to master--a powerful idea, backed by stories and figures that will be impossible to forget. -- Walter Isaacson, author of Steve Jobs and Leonardo da Vinci Endless terror. Refugee waves. An unfixable global economy. Surprising election results. New billion-dollar fortunes. Miracle medical advances. What if they were all connected? What if you could understand why? The Seventh Sense is the story of what all of today's successful figures see and feel: the forces that are invisible to most of us but explain everything from explosive technological change to uneasy political ripples. The secret to power now is understanding our new age of networks. Not merely the Internet, but also webs of trade, finance, and even DNA. Based on his years of advising generals, CEOs, and politicians, Ramo takes us into the opaque heart of our world's rapidly connected systems and teaches us what the losers are not yet seeing--and what the victors of this age already know. |
| assetmark tamp: The John C. Bogle Reader John C. Bogle, 2012-06-15 John Bogle's most influential investment books, available together for the first time John C. Bogle, the founder of Vanguard, a trillion-dollar investment management company, is one of the most respected authors in the financial world. Now, for the first time, The John C. Bogle Reader brings together three of his bestselling books in one definitive collection. Don't Count on It presents Bogle's unique insights into the world of mutual fund investing and the mutual fund industry Common Sense on Mutual Funds addresses how the mutual fund industry has changed over the past twenty years, and how best to arrange and manage funds in today's world The Little Book of Common Sense Investing recommends a simple, time-tested investment strategy sure to deliver the greatest return to the greatest number of investors Essential reading for investors everywhere, The John C. Bogle Reader brings together the life-changing works of mutual fund pioneer John Bogle in one comprehensive anthology. |
| assetmark tamp: The Ensemble Practice P. Palaveev, 2012-10-02 A detailed road map for wealth managers who want to build an ensemble firm or team and achieve sustained growth, profitability and high valuations Why do ten percent of wealth management firms grow faster than the rest of the industry, often despite the turbulence of the markets? The answer, according to industry consultant and researcher, P. Palaveev, is that the most successful firms are those which, create and promote a team-based service model that serves as the foundation of their enterprise. Find out how and why a team-based service model can play a decisive role in the future growth and sustained success of your wealth management firm Discover the key factors for building a successful ensemble firm and profit from the best practices top team-based firms employ Profit from the author's years of experience working with the world's top wealth management firms and the data he has compiled as a pre-eminent industry researcher Learn about the various organizational structures, partnership models and career path options and how to put them to work building an ensemble practice Get the lowdown on how the savviest traditional broker-dealer firms have formed dynamic ensemble teams within their organizations and learn of the results they've achieved |
| assetmark tamp: The Exchange Rate in a Behavioral Finance Framework Paul De Grauwe, Marianna Grimaldi, 2006-04-02 This book provides an alternative view of the workings of foreign exchange markets. The authors' modeling approach is based on the idea that agents use simple forecasting rules and switch to those rules that have been shown to be the most profitable in the past. This selection mechanism is based on trial and error and is probably the best possible strategy in an uncertain world, the authors contend. It creates a rich dynamic in the foreign exchange markets and can generate bubbles and crashes. Sensitivity to initial conditions is a pervasive force in De Grauwe and Grimaldi's model. It explains why large exchange-rate changes and volatility clustering occur. It also has important implications for understanding how the news affects the exchange rate. De Grauwe and Grimaldi conclude that news in fundamentals has an unpredictable effect on the exchange rate. Sometimes, they maintain, it alters the exchange rate considerably; at other times it has no effectwhatsoever. The authors also use their model to analyze the effects of official interventions in the foreign exchange market. They show that simple intervention rules of the leaning-against-the-wind variety can be effective in eliminating bubbles and crashes in the exchange rate. They further demonstrate how, quite paradoxically, by intervening in the foreign exchange market the central bank makes the market look more efficient. Clear and comprehensive, The Exchange Rate in a Behavioral Finance Framework is a must-have for analysts in foreign exchange markets as well as students of international finance and economics. |
| assetmark tamp: Enough John C. Bogle, 2008-11-17 John Bogle puts our obsession with financial success in perspective Throughout his legendary career, John C. Bogle-founder of the Vanguard Mutual Fund Group and creator of the first index mutual fund-has helped investors build wealth the right way and led a tireless campaign to restore common sense to the investment world. Along the way, he's seen how destructive an obsession with financial success can be. Now, with Enough., he puts this dilemma in perspective. Inspired in large measure by the hundreds of lectures Bogle has delivered to professional groups and college students in recent years, Enough. seeks, paraphrasing Kurt Vonnegut, to poison our minds with a little humanity. Page by page, Bogle thoughtfully considers what enough actually means as it relates to money, business, and life. Reveals Bogle's unparalleled insights on money and what we should consider as the true treasures in our lives Details the values we should emulate in our business and professional callings Contains thought-provoking life lessons regarding our individual roles in society Written in a straightforward and accessible style, this unique book examines what it truly means to have enough in world increasingly focused on status and score-keeping. |
| assetmark tamp: Family Value at Risk Jr. Gondeck, Vanessa N. Martinez, 2020-10-13 IS YOUR FAMILY VALUE AT RISK? When we hear the word wealth, many of us think about money. But wealth is about so much more than that. All of the aspects of your life that matter most to you--your family, your legacy, your community, the causes you care deeply about--contribute to your wealth and the richness of your life. Together, they compose your family value. If you're only managing your family's money, however, your family value is at risk. That key concept is at the basis of coauthors and wealth advisors JR Gondeck and Vanessa Martinez's approach. Rooted in the knowledge that there is way more to wealth beyond one's ROI, JR and Vanessa work with families to ensure their financial plans reflect and protect their family value. Their strategy is not only holistic; it's also inclusive. At their firm, The Lerner Group, advisors prioritize the perspectives and needs of all family members, including matriarchs--individuals who are often overlooked by more traditional advisors. As a result, they are able to help families maintain their overall wealth--and their value--for generations to come. In Family Value at Risk, they share critical insights on the risks and rewards of wealth planning. From the pitfalls of typical advising to the crucial conversations necessary to ensure your plans reflect your wishes, this book is a must-read for anyone concerned about their financial future. |
| assetmark tamp: Technology to Win , 1986 |
| assetmark tamp: My Descent Into Death Howard Storm, 2005-02-15 Not since Betty Eadie’s Embraced by the Light has a personal account of a Near-Death Experience (NDE) been so utterly different from most others—or nearly as compelling. This is a book you devour from cover to cover, and pass on to others. This is a book you will quote in your daily conversation. Storm was meant to write it and we were meant to read it. —from the foreword by Anne Rice In the thirty years since Raymond Moody’s Life After Life appeared, a familiar pattern of NDEs has emerged: suddenly floating over one’s own body, usually in a hospital setting, then a sudden hurtling through a tunnel of light toward a presence of love. Not so in Howard Storm’s case. Storm, an avowed atheist, was awaiting emergency surgery when he realized that he was at death’s door. Storm found himself out of his own body, looking down on the hospital room scene below. Next, rather than going “toward the light,” he found himself being torturously dragged to excruciating realms of darkness and death, where he was physically assaulted by monstrous beings of evil. His description of his pure terror and torture is unnerving in its utter originality and convincing detail. Finally, drawn away from death and transported to the realm of heaven, Storm met angelic beings as well as the God of Creation. In this fascinating account, Storm tells of his “life review,” his conversation with God, even answers to age-old questions such as why the Holocaust was allowed to take place. Storm was sent back to his body with a new knowledge of the purpose of life here on earth. This book is his message of hope. |
| assetmark tamp: The Monthly Retainer Model in Financial Planning Alan Moore, Michael Kitces, 2016-08-16 The financial advice industry is changing. The Monthly Retainer Model in Financial Planning introduces a new way for advisors to structure their business models, making it feasible to profitably serve the next generation of clients for years to come. Alan Moore and Michael Kitces explain how the monthly retainer model enables RIA owners to work with Gen X and Gen Y clients, and share how to create and establish this fee structure in your own business. They also walk through how to design the model that works for the exact type of client you want to serve, transition away from your old fee structure to the new model, communicate your value to prospects and current clients, and leverage technology to deliver your services efficiently. This is THE guide you need to design, implement, and run a monthly retainer so you can generate business revenue and successfully work with the next generation of financial planning clients. |
| assetmark tamp: Future Shock Alvin Toffler, 2022-01-11 NEW YORK TIMES BESTSELLER • The classic work that predicted the anxieties of a world upended by rapidly emerging technologies—and now provides a road map to solving many of our most pressing crises. “Explosive . . . brilliantly formulated.” —The Wall Street Journal Future Shock is the classic that changed our view of tomorrow. Its startling insights into accelerating change led a president to ask his advisers for a special report, inspired composers to write symphonies and rock music, gave a powerful new concept to social science, and added a phrase to our language. Published in over fifty countries, Future Shock is the most important study of change and adaptation in our time. In many ways, Future Shock is about the present. It is about what is happening today to people and groups who are overwhelmed by change. Change affects our products, communities, organizations—even our patterns of friendship and love. But Future Shock also illuminates the world of tomorrow by exploding countless clichés about today. It vividly describes the emerging global civilization: the rise of new businesses, subcultures, lifestyles, and human relationships—all of them temporary. Future Shock will intrigue, provoke, frighten, encourage, and, above all, change everyone who reads it. |
| assetmark tamp: An Economist Walks into a Brothel Allison Schrager, 2019-04-02 A Financial Times Book of the Month pick for April! Is it worth swimming in shark-infested waters to surf a 50-foot, career-record wave? Is it riskier to make an action movie or a horror movie? Should sex workers forfeit 50 percent of their income for added security or take a chance and keep the extra money? Most people wouldn't expect an economist to have an answer to these questions--or to other questions of daily life, such as who to date or how early to leave for the airport. But those people haven't met Allison Schrager, an economist and award-winning journalist who has spent her career examining how people manage risk in their lives and careers. Whether we realize it or not, we all take risks large and small every day. Even the most cautious among us cannot opt out--the question is always which risks to take, not whether to take them at all. What most of us don't know is how to measure those risks and maximize the chances of getting what we want out of life. In An Economist Walks into a Brothel, Schrager equips readers with five principles for dealing with risk, principles used by some of the world's most interesting risk takers. For instance, she interviews a professional poker player about how to stay rational when the stakes are high, a paparazzo in Manhattan about how to spot different kinds of risk, horse breeders in Kentucky about how to diversify risk and minimize losses, and a war general who led troops in Iraq about how to prepare for what we don't see coming. When you start to look at risky decisions through Schrager's new framework, you can increase the upside to any situation and better mitigate the downside. |
| assetmark tamp: Don't Fall For It Ben Carlson, 2019-12-31 Learn financial and business lessons from some of the biggest frauds in history Why does financial fraud persist? History is full of sensational financial frauds and scams. Enron was forced to declare bankruptcy after allegations of massive accounting fraud, wiping out $78 billion in stock market value. Bernie Madoff, the largest individual fraudster in history, built a $65 billion Ponzi scheme that ultimately resulted in his being sentenced to 150 years in prison. People from all walks of life have been scammed out of their money: French and British nobility looking to get rich quickly, farmers looking for a miracle cure for their health ailments, several professional athletes, and some of Hollywood’s biggest stars. No one is immune from getting deceived when money is involved. Don’t Fall For It is a fascinating look into some of the biggest financial frauds and scams ever. This compelling book explores specific instances of financial fraud as well as some of the most successful charlatans and hucksters of all-time. Sharing lessons that apply to business, money management, and investing, author Ben Carlson answers questions such as: Why do even the most intelligent among us get taken advantage of in financial scams? What make fraudsters successful? Why is it often harder to stay rich than to get rich? Each chapter in examines different frauds, perpetrators, or victims of scams. These real-life stories include anecdotes about how these frauds were carried out and discussions of what can be learned from these events. This engaging book: Explores the business and financial lessons drawn from some of history’s biggest frauds Describes the conditions under which fraud tends to work best Explains how people can avoid being scammed out of their money Suggests practical steps to reduce financial fraud in the future Don’t Fall For It: A Short History of Financial Scams is filled with engrossing real-life stories and valuable insights, written for finance professionals, investors, and general interest readers alike. |
| assetmark tamp: The Paradox of Choice Barry Schwartz, 2009-10-13 Whether we're buying a pair of jeans, ordering a cup of coffee, selecting a long-distance carrier, applying to college, choosing a doctor, or setting up a 401(k), everyday decisions—both big and small—have become increasingly complex due to the overwhelming abundance of choice with which we are presented. As Americans, we assume that more choice means better options and greater satisfaction. But beware of excessive choice: choice overload can make you question the decisions you make before you even make them, it can set you up for unrealistically high expectations, and it can make you blame yourself for any and all failures. In the long run, this can lead to decision-making paralysis, anxiety, and perpetual stress. And, in a culture that tells us that there is no excuse for falling short of perfection when your options are limitless, too much choice can lead to clinical depression. In The Paradox of Choice, Barry Schwartz explains at what point choice—the hallmark of individual freedom and self-determination that we so cherish—becomes detrimental to our psychological and emotional well-being. In accessible, engaging, and anecdotal prose, Schwartz shows how the dramatic explosion in choice—from the mundane to the profound challenges of balancing career, family, and individual needs—has paradoxically become a problem instead of a solution. Schwartz also shows how our obsession with choice encourages us to seek that which makes us feel worse. By synthesizing current research in the social sciences, Schwartz makes the counter intuitive case that eliminating choices can greatly reduce the stress, anxiety, and busyness of our lives. He offers eleven practical steps on how to limit choices to a manageable number, have the discipline to focus on those that are important and ignore the rest, and ultimately derive greater satisfaction from the choices you have to make. |
| assetmark tamp: Quantitative Fund Management M.A.H. Dempster, Gautam Mitra, Georg Pflug, 2008-12-22 The First Collection That Covers This Field at the Dynamic Strategic and One-Period Tactical Levels. Addressing the imbalance between research and practice, Quantitative Fund Management presents leading-edge theory and methods, along with their application in practical problems encountered in the fund management industry. A Current Snapshot of State-of-the-Art Applications of Dynamic Stochastic Optimization Techniques to Long-Term Financial Planning - The first part of the book initially looks at how the quantitative techniques of the equity industry are shifting from basic Markowitz mean-variance portfolio optimization to risk management and trading applications. This section also explores novel aspects of lifetime individual consumption investment problems, fixed-mix portfolio rebalancing allocation strategies, debt management for funding mortgages and national debt, and guaranteed return fund construction. Up-to-Date Overview of Tactical Financial Planning and Risk Management - The second section covers nontrivial computational approaches to tactical fund management. This part focuses on portfolio construction and risk management at the individual security or fund manager level over the period up to the next portfolio rebalance. It discusses non-Gaussian returns, new risk-return tradeoffs, and the robustness of benchmarks and portfolio decisions. The Future Use of Quantitative Techniques in Fund Management - With contributions from well-known academics and practitioners, this volume will undoubtedly foster the recognition and wider acceptance of stochastic optimization techniques in financial practice. |
| assetmark tamp: The Diffusion of Information and Communication Technologies Ewa Lechman, 2017-09-27 In recent decades, the world has witnessed, unprecedented in terms of speed and geographic coverage, diffusion of new information and communication technologies (ICT). The on-going digital revolution pervasively impacts and reshapes societies and economies and therefore deserves special attention and interest. This book provides extensive evidence on information and communication technologies development patterns and dynamics of this process across developed economies over the period 1980 to the present day. It adopts newly developed methodology to identification of the ‘critical mass’ and isolation of technological takeoff intervals, which are intimately related to the process of technology diffusion. The statistically robust analysis of country-specific data demonstrates the key economic, social and institutional prerequisites of ICT diffusion across examined countries, indicating what factors significantly foster or – reversely – hinder the process. |
| assetmark tamp: ICT Diffusion in Developing Countries Ewa Lechman, 2015-06-22 This book provides an extensive overview of the diffusion of Information and Communication Technologies (ICTs) in developing countries between 2000 and 2012. It covers issues such as country-specific ICT diffusion patterns, technological substitution and technological convergence. By identifying social, economic and institutional prerequisites and analyzing critical country-specific conditions, the author develops a new approach to explaining the emergence of their technological takeoff. Readers will discover how developing countries are now adopting ICTs, rapidly catching up with the developed world in terms of ICT access and use. |
| assetmark tamp: Is War Necessary for Economic Growth? Vernon W. Ruttan, 2006-01-05 Military and defense-related procurement has been an important source of technology development across a broad spectrum of industries that account for an important share of United States industrial production. In this book, the author focuses on six general-purpose technologies: interchangeable parts and mass production; military and commercial aircraft; nuclear energy and electric power; computers and semiconductors; the INTERNET; and the space industries. In each of these industries, technology development would have occurred more slowly, and in some case much more slowly or not at all, in the absence of military and defense-related procurement. The book addresses three questions that have significant implications for the future growth of the United States economy. One is whether changes in the structure of the United States economy and of the defense-industrial base preclude military and defense-related procurement from playing the role in the development of advanced technology in the future, comparable to the role it has played in the past. A second question is whether public support for commercially oriented research and development will become an important source of new general-purpose technologies. A third and more disturbing question is whether a major war, or the threat of major war, will be necessary to mobilize the scientific, technical, and financial resources necessary to induce the development of new general-purpose technologies. When the history of United States technology development in the next half century is written, it will focus on incremental rather than revolutionary changes in both military and commercial technology. It will also be written within the context of slower productivity growth than of the relatively high rates that prevailed in the United States in the 1950s and 1960s or during the information technology bubble that began in the early 1990s. These will impose severe constraints on the capacity of the United States to sustain a global-class military posture and a position of leadership in the global economy. |
| assetmark tamp: The Coming of the Age of Steel Theodore A Wertime, 1967 |
| assetmark tamp: Economic Transformations Richard G. Lipsey, Kenneth I. Carlaw, Clifford T. Bekar, 2005-11-03 This book examines the long term economic growth that has raised the West's material living standards to levels undreamed of by counterparts in any previous time or place. The authors argue that this growth has been driven by technological revolutions that have periodically transformed the West's economic, social and political landscape over the last 10,000 years and allowed the West to become, until recently, the world's only dominant technological force. Unique in the diversity of the analytical techniques used, the book begins with a discussion of the causes and consequences of economic growth and technological change. The authors argue that long term economic growth is largely driven by pervasive technologies now known as General Purpose (GPTs). They establish an alternative to the standard growth models that use an aggregate production function and then introduce the concept of GPTs, complete with a study of how these technologies have transformed the West since the Neolithic Agricultural Revolution. Early modern science is given more importance than in most other treatments and the 19th century demographic revolution is studied with a combination of formal models of population dynamics and historical analysis. The authors argue that once sustained growth was established in the West, formal models can shed much light on its subsequent behaviour. They build non-conventional, dynamic, non-stationary equilibrium models of GPT-driven growth that incorporate a range of phenomena that their historical studies show to be important but which are excluded from other GPT models in the interests of analytical tractability. The book concludes with a study of the policy implications that follow from their unique approach. |
| assetmark tamp: The WEALTHTECH Book Susanne Chishti, Thomas Puschmann, 2018-07-23 Get a handle on disruption, innovation and opportunity in investment technology The digital evolution is enabling the creation of sophisticated software solutions that make money management more accessible, affordable and eponymous. Full automation is attractive to investors at an early stage of wealth accumulation, but hybrid models are of interest to investors who control larger amounts of wealth, particularly those who have enough wealth to be able to efficiently diversify their holdings. Investors can now outperform their benchmarks more easily using the latest tech tools. The WEALTHTECH Book is the only comprehensive guide of its kind to the disruption, innovation and opportunity in technology in the investment management sector. It is an invaluable source of information for entrepreneurs, innovators, investors, insurers, analysts and consultants working in or interested in investing in this space. • Explains how the wealth management sector is being affected by competition from low-cost robo-advisors • Explores technology and start-up company disruption and how to delight customers while managing their assets • Explains how to achieve better returns using the latest fintech innovation • Includes inspirational success stories and new business models • Details overall market dynamics The WealthTech Book is essential reading for investment and fund managers, asset allocators, family offices, hedge, venture capital and private equity funds and entrepreneurs and start-ups. |
| assetmark tamp: Information Technology in Context Chrisanthi Avgerou, Geoff Walsham, 2019-11-07 This title was first published in 2001. A discussion of information technology (IT) in developing countries. The contributors can be considered to share the following set of broad premises: information and communication technologies, and related systems, have significant potential to aid the economic growth and improvement of social conditions in the developing world; however, such potential is not released by simply transferring technologies and processes from advanced economies; in order to better serve development needs, people involved with the design, implementation and management of IT-related projects and systems in developing countries must improve their capacity to address the specific contextual characteristics of the organization, sector, country or region within which their work is located. The text thus emphasizes the importance of context in examining the role and value of IT in the developing countries. It focuses attention on the fusion of the activities of professionals (technical experts, managers, policy makers) and users (more broadly, all other groups affecting or affected by the technologies and systems), with the intention of facilitating locally meaningful and effective change. |
| assetmark tamp: Technical Change and Full Employment Christopher Freeman, Luc Soete, 1987 Presents results of a research programme on technological change and employment opportunities in the UK. Examines levels of employment, unemployment and nature of work. |
| assetmark tamp: Origins of Our Time Karl Polanyi, 1944 |
| assetmark tamp: Patterns of Technological Innovation Devendra Sahal, 1981 Monograph on causes, trends and impact of technological change - presents definitions and theoretical approaches to the description of the origin, diffusion and development of new technology (incl. Historical inventions and innovations), discusses effects on long term economic growth, manufacturing, learning, research and development, etc., and includes science policy, educational policy and industrial policy suggestions and case studies. Graphs and references. |
| assetmark tamp: As Time Goes by Christopher Freeman, Francisco Louçã, 2002 How can we best understand the impact of revolutionary technologies on the business cycle, the economy, and society? Why is economics meaningless without history and without an understanding of institutional and technical change? Does the 'new economy' mean the 'end of history'? These are some of the questions addressed in this authoritative analysis of economic growth from the Industrial Revolution to the 'new economy' of today. Chris Freeman has been one of the foremost researchers oninnovation for a long time and his colleague Francisco Louca is an outstanding historian of economic theory and an analyst of econometric models and methods. Together they chart the history of five technological revolutions: water-powered mechanization, steam-powered mechanization, electrification, motorization, and computerization. They demonstrate the necessity to take account of politics, culture, organizational change, and entrepreneurship, as well as science and technology in the analysis of economic growth. This is a well-informed, highly topical, and persuasive study of interest across all the social sciences. |
| assetmark tamp: Technological Change and Opportunities for Development as a Moving Target Carlota Perez, 1999 |
| assetmark tamp: International Financial Reform José Antonio Ocampo, United Nations. Economic Commission for Latin America and the Caribbean, 1999 |
| assetmark tamp: Trade and Development J. F. J. Toye, 2003 This book questions what enduring lessons have been learnt about the interdependence of international trade and economic development during the last 50 years. Since the end of the Cold War and the advent of the WTO, developing countries have been forced to face the choice of whether, and to what extent, to integrate economically with the rest of the world. The key issue of international political economy is emphasized. The authors argue that while integration through trade has become increasingly necessary for successful development, it rapidly encounters a series of problems that remain to be resolved. These range from increasing inequality and instability, the vagaries of WTO rules, persistent agricultural protection in developed countries, through to inadequate finance and new waves of technological innovation. Underlying all these concerns, however, is the deeper question of how much the developing countries can influence the setting of the rules of the international system. Trade and Developmentexamines all the major topics in the area of trade and development, along with proposals for new directions for UNCTAD. The book will be of great interest to academics, researchers, NGOs and policymakers involved in international and development economics. |
| assetmark tamp: PACS Keith J. Dreyer, Amit Mehta, James H. Thrall, 2001-11-09 This textbook reviews the technological developments associated with the transition of radiology departments to filmless environments. Each chapter addresses the key topics in current literature with regard to the generation, transfer, interpretation and distribution of images to the medical enterprise. As leaders in the field of computerized medical imaging, the editors and contributors will provide insight into emerging technologies for physicians, administrators, and other interested groups. As health care organizations throughout the world begin to generate filmless implementation strategies, this exhaustive review has proven to be a vital aid to leaders in the development of health care. |
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AssetMark is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses.
Who We Are | AssetMark
AssetMark Financial Holdings, Inc. (“AssetMark”) is a leading wealth management technology platform for financial advisors. In 2024, AssetMark became an independent, U.S.-owned …
Solutions - AssetMark
AssetMark’s financial advisor solutions are designed to advance your practice – no matter the size or specialty. Explore our solutions today.
AssetMark Trust | AssetMark
AssetMark supports the needs of independent financial advisors and their clients, including trust and custodial services. Through AssetMark Trust Company, we provide secure, reliable, and …
Contact Us - AssetMark
AssetMark is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses.
Investment Management Firm | AssetMark
AssetMark is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses.
Wealthtech | Transform the Experience - AssetMark
AssetMark’s technology helps you easily perform what-if scenarios for investments, review the range of potential outcomes, and present information in client-friendly reports. Reveal the …
AssetMark - Investments
AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients …
AssetMark | Wealth Solutions
When you work with AssetMark, you don’t just gain compelling wealth management solutions—you gain a team of experienced professionals …
Platform - AssetMark
AssetMark is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing …
About Us - AssetMark
AssetMark is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing …
Who We Are | AssetMark
AssetMark Financial Holdings, Inc. (“AssetMark”) is a leading wealth management technology platform for financial advisors. In 2024, AssetMark …
Solutions - AssetMark
AssetMark’s financial advisor solutions are designed to advance your practice – no matter the size or specialty. Explore our solutions today.
