The New Wealth Management The New Wealth Management
CFA Institute Investment Series

The New Wealth Management

The Financial Advisor's Guide to Managing and Investing Client Assets

Harold Evensky and Others
    • 77,99 €
    • 77,99 €

Publisher 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 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.

GENRE
Business & Personal Finance
RELEASED
2011
29 March
LANGUAGE
EN
English
LENGTH
480
Pages
PUBLISHER
Wiley
SIZE
11.4
MB

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