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THE NEW WEALTH MANAGEMENT: THE FINANCIAL ADVISOR`S GUIDE TO MANAGING INVESTING CLIENT ASSETS

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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.

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Availability

10000953

332.6 EVE n

RLC MM (Rak Buku Umum)

Available

Detail Information

Series Title

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Statement of Responsibility

Harold Evensky

Call Number

332.6 EVE n

Publisher

New Jersey : John Wiley & Sons., 2011

Collation

xx, 458 p. : ill ; 26cm.

Language

English

ISBN/ISSN

978-0-470-62400-5

Classification

332.6

Content Type

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Edition

-

Subject(s)

Buku Umum
Business Finance
Investment

Specific Detail Info

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Other version/related

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