The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets Revised Edition Contributor(s): Evensky, Harold (Author), Horan, Stephen M. (Author), Robinson, Thomas R. (Author) |
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ISBN: 0470624000 ISBN-13: 9780470624005 Publisher: Wiley OUR PRICE: $95.00 Product Type: Hardcover - Other Formats Published: May 2011 |
Additional Information |
BISAC Categories: - Business & Economics | Investments & Securities - General - Business & Economics | Finance - Wealth Management |
Dewey: 332.6 |
LCCN: 2010053526 |
Series: Cfa Institute Investment |
Physical Information: 1.1" H x 7.35" W x 10" (2.29 lbs) 480 pages |
Descriptions, Reviews, Etc. |
Publisher Description: 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
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. |