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Harold Evensky - The New Wealth Management: The Financial Advisor´s Guide to Managing and Investing Client Assets - 9780470624005 - V9780470624005
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The New Wealth Management: The Financial Advisor´s Guide to Managing and Investing Client Assets

€ 102.29
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Description for The New Wealth Management: The Financial Advisor´s Guide to Managing and Investing Client Assets Hardcover. Mainstay reference guide for wealth management, newly updated for today's investment landscape For over a decade, The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets has provided financial planners with detailed, step-by-step guidance on developing an optimal asset allocation policy for their clients. Series: CFA Institute Investment Series. Num Pages: 480 pages, Illustrations. BIC Classification: KFFM. Category: (P) Professional & Vocational. Dimension: 188 x 259 x 28. Weight in Grams: 1186.
Mainstay reference guide for wealth management, newly updated for today's investment landscape

For over a decade, The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets has provided financial planners with detailed, step-by-step guidance on developing an optimal asset allocation policy for their clients. And, it did so without resorting to simplistic model portfolios, such as lifecycle models or black box solutions. Today, while The New Wealth Management still provides a thorough background on investment theories, and includes many ready to use client presentations and questionnaires, the guide is newly updated to meet twenty-first century ... Read more

  • Includes expert updates from Chartered Financial Analyst (CFA) Institute, in addition to the core text of 1997's first edition – endorsed by investment luminaries Charles Schwab and John Bogle
  • Presents an approach that places achieving client objectives ahead of investment vehicles
  • Applicable for self-study or classroom use

Now, as in 1997, The New Wealth Management effectively blends investment theory and real world applications. And in today's new investment landscaped, this update to the classic reference is more important than ever.

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Product Details

Publisher
John Wiley & Sons Inc United Kingdom
Number of pages
480
Format
Hardback
Publication date
2011
Series
CFA Institute Investment Series
Condition
New
Number of Pages
480
Place of Publication
New York, United States
ISBN
9780470624005
SKU
V9780470624005
Shipping Time
Usually ships in 15 to 20 working days
Ref
99-10

About Harold Evensky
HAROLD EVENSKY, CFP, is President of Evensky & Katz, a nationally recognized wealth management firm. Acknowledged by Financial Planning, Financial Planning Professional, Investment News, and Worth as an industry leader, he served as chair of the TIAA-CREF Institute Advisory Board and is a member of the American Bar Association. In 1999, he was awarded the Dow Jones Investment Advisor Portfolio ... Read more

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