Investment-management

The authors provide the reader an excellent overview of equity derivatives and how they can be integrated into portfolio management. A great book for the novice and as a reference book for the more experienced professional. I find the way the authors describe the investment process and the derivatives process particularly useful and insightful.
The book is also easy to read and can be easily digested by the reader.

After all the rave reviews, I thought this would be a great book on practice management. What I got was a book by Deena Katz on Deena Katz. For example, in discussing contact management systems, she glosses over Act! and Goldmine; barely mentions Text Library System and ProTracker, but spends considerable time talking about paying $50,000 to have a consultant design a system. If you currently have a fee only practice that is grossing in the high 6-figures and want to develop it into a multi-million $ firm, like Deena Katz, then I suggest you read this book.

This book makes a difference! It's obvious that "Practice Management for Financial Advisers, Planners, and Wealth Managers" is the practical advantage of skills that lead to success! It is brillant, easy-to-follow step-by-step methods and style to acquire the skills needed for winning at the rules and making them work for you!

Deena Katz's book should be read by anyone even considering a career in independent financial planning, and asset management. Financial planners and money managers obtain technical competence through education and professional designation programs such as the CFP, and CFA. This book assumes that you already know your craft. It deals with the important business of establishing, enhancing and staying in business.

Katz is true to her title. She thoroughly addresses all aspects of managing a financial practice... including designing the business, adding a partner, staff structure, hardware, software, positioning, public relations, hiring, firing and refusing clients, as well as, retaining desirable clients. This book has been written for the financial professional who has control of the financial practice management.

I have been a practicing financial advisor for over 15 years. I wish Katz's book had been available sooner.

"Deal Teams" is a superb book. It contains invaluable information for seasoned M&A professionals and a comprehensive, reader-friendly overview of the business and legal context of M&A transactions. This book will be a best friend to a young lawyer or business person just starting out, or to anyone interested in the dynamics of business transactions. I sat down and read the entire book in one sitting (and this from someone not typically attracted to business-related books). "Deal Teams" stands apart from other books about law and business in that it draws its reader in, both instructing and allowing the reader to savor Mr. Frankel's use of language. I look forward to Mr. Frankel's future publications, which, if they are half as good as this book, will make him a household name in the business and legal worlds.

In this book Frankel presents a clear, understandable look at deal teams and the role of each player. He uses his experience to provide insightful anecdotes and an excellent introduction to strategic transactions and those who make them. A must read for anyone interested in how businesses are bought and sold, anyone seeking to buy or sell a company or a seasoned veteran who wants to brush up on the role of each player. I enjoyed this book and learned a tremendous amount!