Asia Pacific University Library catalogue


The new wealth management : (Record no. 913)

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
Holdings
Withdrawn status Lost status Source of classification or shelving scheme Damaged status Use restrictions Not for loan Collection code Home library Current library Shelving location Date acquired Source of acquisition Invoice number Cost, normal purchase price Total Checkouts Total Renewals Full call number Barcode Date last seen Date checked out Copy number Cost, replacement price Price effective from Koha item type
Not Withdrawn Available   Not Damaged No use restrictions Available for loan Book APU Library APU Library Open Shelf 21/01/2013 IBS Buku 81512 / B 191.40 3 4 HG4529.5 .E94 2011 c.2 00011242 07/12/2016 17/11/2016 2 191.40 21/01/2013 General Circulation
Not Withdrawn Available   Not Damaged No use restrictions Available for loan Book APU Library APU Library Open Shelf 18/11/2013 IBS Buku 81512/B | 81512/B 191.40 1   HG4529.5 .E94 2011 c.1 00021228 22/12/2015 17/12/2015 1 191.40 18/11/2013 Staff Circulation