Login

Evensky, Harold

The New Wealth Management: The Financial Advisors Guide to Managing and Investing Client Assets

Evensky, Harold - The New Wealth Management: The Financial Advisors Guide to Managing and Investing Client Assets, ebook

94,30€

Ebook, PDF with Adobe DRM
ISBN: 9781118036891
DRM Restrictions

Printing182 pages with an additional page accrued every 4 hours, capped at 182 pages
Copy to clipboard30 excerpts

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 investment challenges. The book

  • 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.

Keywords: new wealth management, new wealth management book, financial advisor guide, managing assets, harold evensky, stephen m. horan, thomas r. robinson, chartered financial analyst, cfa, financial planner, financial planning, asset allowcation, investment theory, investment theories

Author(s)
 
 
Publisher
John Wiley and Sons, Inc.
Publication year
2011
Language
en
Edition
1
Series
CFA Institute Investment Series
Page amount
608 pages
Category
Economy
Format
Ebook
eISBN (PDF)
9781118036891
Printed ISBN
9780470624005

Similar titles