Books The New Wealth Management

  • Autor: Harold R. Evensky
  • Editor: John Wiley
  • Last data published: 13 April 2011
  • ISBN: 0470624000
  • Format: PDF, Epub, DOCx, TXT
  • Number of page: 608 pages
  • File Size: 53MB
  • Rating:


Description The New Wealth Management de Harold R. Evensky:

This is a 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. It presents an approach that places achieving client objectives ahead of investment vehicles. It is 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. Harold Evensky CFP, is President of Evensky

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Windfury Re: The New Wealth Management

so intense! One of the best books I have ever read.

Bambaci Re: The New Wealth Management

Going on a book that has never heard, read, and absolutely love it.

Aurizius Re: The New Wealth Management

Going on a book that has never heard, read, and absolutely love it.

Kamna Re: The New Wealth Management

This is probably one of the best books I have ever read.

Oghmafyn Re: The New Wealth Management

I started reading this book and I'm on page 123 of the same.

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