Sisäänkirjautuminen

Evensky, Harold

The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets

Evensky, Harold - The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets, e-kirja

DRM-rajoitukset

Tulostus144 sivua ja lisä sivu kertyy joka 6. tunti, ylärajana 144 sivua
Kopioi leikepöydälle5 poimintoa

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.

Avainsanat: 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, Investments & Securities, Investments & Securities

Tekijä(t)
 
 
 
Julkaisija
John Wiley and Sons, Inc.
Julkaisuvuosi
2011
Kieli
en
Painos
1
Sarja
CFA Institute Investment Series
Sivumäärä
608 sivua
Kategoria
Talous
Tiedostomuoto
E-kirja
eISBN (ePUB)
9781118036914
Painetun ISBN
9780470624005

Samankaltaisia e-kirjoja