The new wealth management : the financial advisor's guide to managing and investing client assets / Harold Evensky, Stephen M. Horan, Thomas R. Robinson.
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TextSeries: CFA Institute investment seriesPublication details: Hoboken, N.J. : J. Wiley, c2011Description: xx, 458 p. : ill. ; 26 cmISBN: 9780470624005 (hbk.)Subject(s): Portfolio management | Financial planners | Investment advisors | BUSINESS & ECONOMICS / FinanceDDC classification: 332.6 LOC classification: HG4529.5 | .E94 2011Summary: "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"--
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APU Library Open Shelf | Book | HG4529.5 .E94 2011 c.1 (Browse shelf (Opens below)) | 1 | Available (No use restrictions) | 00021228 | |
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APU Library Open Shelf | Book | HG4529.5 .E94 2011 c.2 (Browse shelf (Opens below)) | 2 | Available (No use restrictions) | 00011242 |
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| HG4521 .R45 2006 c.1 Investments / | HG4521 .R45 2009 c.2 Investment analysis and portfolio management / | HG4523 .S56 2014 c.1 Financial markets, banking, and monetary policy / | HG4529.5 .E94 2011 c.2 The new wealth management : | HG4529.5 .F69 2002 c.1 No monkey business : what investors need to know and why / | HG4529.5 .I58 2011 c.1 Investments : | HG4529.5 .M36 2007 c.1 Managing investment portfolios : |
Rev. ed. of: Wealth management. c1997.
Includes bibliographical references and index.
"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"--
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