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Wealth Management Essays

Evaluating Risks and Mitigation Strategies for Credit Card-Based Wealth Management.

Executive Summary  A crucial need arises to assess the risks to consumer financial health and develop risk mitigation techniques due to the fast expansion of credit card-based wealth management solutions offered by banks and fintech businesses. The proposal details a research plan to identify major threats related to overspending, security vulnerabilities, and lack of transparency ... Read More
Pages: 13       Words: 3345

The Role of Structured Products in Wealth Management: Case Analysis

Abstract Structured financial planning has a specific goal, unlike other products such as bonds, stocks, and other equity investing that is carried out in other financial markets that do not have a specific issuer and can be bought and sold at any time based on the current price. This realization led the researcher to investigate ... Read More
Pages: 14       Words: 3663
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