000 -LEADER |
fixed length control field |
02597cam a2200349 a 4500 |
001 - CONTROL NUMBER |
control field |
16585764 |
003 - CONTROL NUMBER IDENTIFIER |
control field |
APU |
005 - DATE AND TIME OF LATEST TRANSACTION |
control field |
20151218051502.0 |
008 - FIXED-LENGTH DATA ELEMENTS--GENERAL INFORMATION |
fixed length control field |
101220s2011 njua b 001 0 eng |
010 ## - LIBRARY OF CONGRESS CONTROL NUMBER |
LC control number |
2010053526 |
020 ## - INTERNATIONAL STANDARD BOOK NUMBER |
International Standard Book Number |
9780470624005 (hbk.) |
040 ## - CATALOGING SOURCE |
Original cataloging agency |
DLC |
Transcribing agency |
APU |
Modifying agency |
SM |
042 ## - AUTHENTICATION CODE |
Authentication code |
pcc |
050 00 - LIBRARY OF CONGRESS CALL NUMBER |
Classification number |
HG4529.5 |
Item number |
.E94 2011 |
082 00 - DEWEY DECIMAL CLASSIFICATION NUMBER |
Classification number |
332.6 |
Edition number |
22 |
Item number |
EVE 2011 |
100 1# - MAIN ENTRY--PERSONAL NAME |
Personal name |
Evensky, Harold. |
9 (RLIN) |
2270 |
245 14 - TITLE STATEMENT |
Title |
The new wealth management : |
Remainder of title |
the financial advisor's guide to managing and investing client assets / |
Statement of responsibility, etc |
Harold Evensky, Stephen M. Horan, Thomas R. Robinson. |
260 ## - PUBLICATION, DISTRIBUTION, ETC. (IMPRINT) |
Place of publication, distribution, etc |
Hoboken, N.J. : |
Name of publisher, distributor, etc |
J. Wiley, |
Date of publication, distribution, etc |
c2011. |
300 ## - PHYSICAL DESCRIPTION |
Extent |
xx, 458 p. : |
Other physical details |
ill. ; |
Dimensions |
26 cm. |
490 0# - SERIES STATEMENT |
Series statement |
CFA Institute investment series |
500 ## - GENERAL NOTE |
General note |
Rev. ed. of: Wealth management. c1997. |
504 ## - BIBLIOGRAPHY, ETC. NOTE |
Bibliography, etc |
Includes bibliographical references and index. |
520 ## - SUMMARY, ETC. |
Summary, etc |
"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 landscape, this update to the classic reference is more important than ever"-- |
650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM |
Topical term or geographic name as entry element |
Portfolio management. |
9 (RLIN) |
2221 |
650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM |
Topical term or geographic name as entry element |
Financial planners. |
9 (RLIN) |
2271 |
650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM |
Topical term or geographic name as entry element |
Investment advisors. |
9 (RLIN) |
2272 |
650 #7 - SUBJECT ADDED ENTRY--TOPICAL TERM |
Topical term or geographic name as entry element |
BUSINESS & ECONOMICS / Finance |
Source of heading or term |
bisacsh. |
9 (RLIN) |
1940 |
700 1# - ADDED ENTRY--PERSONAL NAME |
Personal name |
Horan, Stephen Michael. |
9 (RLIN) |
2273 |
906 ## - LOCAL DATA ELEMENT F, LDF (RLIN) |
a |
7 |
b |
cbc |
c |
orignew |
d |
1 |
e |
ecip |
f |
20 |
g |
y-gencatlg |
942 ## - ADDED ENTRY ELEMENTS (KOHA) |
Source of classification or shelving scheme |
|
Koha item type |
Book |
Koha issues (borrowed), all copies |
3 |