The gold standard for measuring financial progress, updated for today's market From Ross Levin, a trusted financial planner, comes Implementing the Wealth Management Index. The new edition of the book Investment Advisor called a "landmark opus," this revised and updated volume expands upon his legendary Wealth Management Index tool. A benchmark system that, through a series of questions and evaluations, enables advisors to score their performance for individual clients, the tool is used by firms around the world. In this new edition, the index looks at asset protection, disability and income protection, debt management, investment planning, and estate planning. The new edition adds more how-to information, as well as actual client examples and case studies to show how Levin's firm successfully uses the index as a daily strategy. Asks the important questions, like "Did you use all reasonable means to reduce your taxes?" and "Have you established and funded all the necessary trusts? Have you made your desired gifts for this year? Newly revised and expanded for the first time since 1997 Essential guidance from a top man in the game, Implementing the Wealth Management Index is the one-stop resource for measuring client financial progress.

This book brings simplicity to passive investing, smart beta, and factor investing, which is the fastest growing type of investment in the asset management industry. The subject has a strong academic foundation but often taught and presented in a quite complex and unorganized way. In recent years, index and factor investing solutions have been bestsellers. But factor investing success is not a foregone conclusion, and there are plenty of quirks and misprints in the literature. Do investors need a novel approach? The book provides answers to some of these questions in an open and objective fashion. Index fund management is increasingly taught in finance courses at universities. For market practitioners including trustees and investors, this book facilitates an increased understanding of how to invest in index and smart beta strategies, how to implement them, and what to be aware of with concrete and practical real-world examples.

Everything you need to pass Level II of the CMT Program CMT Level II 2016: Theory and Analysis fully prepares you to demonstrate competency applying the principles covered in Level I, as well as the ability to apply more complex analytical techniques. Covered topics address theory and history, market indicators, construction, confirmation, cycles, selection and decision, system testing, statistical analysis, and ethics. The Level II exam emphasizes trend, chart, and pattern analysis, as well as risk management concepts. This cornerstone guidebook of the Chartered Market Technician® Program will provide every advantage to passing Level II.

Extreme Availability and Scalability--Up and Running With DB2 pureScale DB2 is a leading-edge hybrid data server that offers optimum storage, scalability, and availability. DB2 pureScale is a new technology primarily optimized for scale-out transactional processing clusters in an active-active manner. This succinct guide will show you how DB2 with pureScale can deliver transparent application scalability, the ability to deliver agile-like computing to your transaction systems, and extreme availability. This book, together with IBM DB2 9 New Features (McGraw-Hill, 2007) and Break Free with DB2 9.7 (McGraw-Hill, 2009), provides you with the comprehensive knowledge you need to get started with the latest DB2 release. Try the new features by downloading DB2 Express-C 9.7--it is free to develop, deploy, and distribute (with no user and database size limitations) and features pureXML technology. Go to ibm.com/db2/express. Discover the benefits your business can achieve with the agility provided by DB2 pureScale Find out how applications can be transparently scaled Reduce the risk and cost of business growth through umlimited capacity