The New Wealth Management

Author: Harold Evensky CFP
Edition: 1
Publisher: Wiley
Binding: Hardcover
ISBN: 0470624000
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You Save: 53%

The New Wealth Management: The Financial Advisors Guide to Managing and Investing Client Assets (CFA Institute Investment Series)

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.The New Wealth Management review. 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 everRead full reviews of The New Wealth Management Ebook.

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The New Wealth Management

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Mainstay reference guide for wealth management, newly updated for today's investment landscapeFor over a decade, The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client

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ISBN-10 1118363906, ISBN-13 9781118363904 ISBN-10 0470624000, ISBN-13 9780470624005 / 9781118036914 Author(s): Harold Evensky CFP; Stephen M. Horan; Thomas R Robinson CFA; Roger Ibbotson Publisher: John Wiley & Sons Copyright year: © 2011 Pages: 458 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 thei

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The New Wealth Management Reviews

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.