Description: New Wealth Management : The Financial Advisor's Guide to Managing and Investing Client Assets, Hardcover by Evensky, Harold; Horan, Stephen M.; Robinson, Thomas R., ISBN 0470624000, ISBN-13 9780470624005, Brand New, Free shipping in the US "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 stillprovides 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. Th 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"--
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Location: Jessup, Maryland
End Time: 2025-01-27T09:17:54.000Z
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Book Title: New Wealth Management : The Financial Advisor's Guide to Managing
Author: Evensky, Harold; Horan, Stephen M.; Robinson, Thomas R.
Language: english
