The new wealth management : (Record no. 5177)
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| 000 -LEADER | |
|---|---|
| fixed length control field | 02579cam a2200325 a 4500 |
| 005 - DATE AND TIME OF LATEST TRANSACTION | |
| control field | 20260112063328.0 |
| 010 ## - LIBRARY OF CONGRESS CONTROL NUMBER | |
| LC control number | 2010-053526 |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER | |
| International Standard Book Number | 9788126564750 |
| 039 ## - LEVEL OF BIBLIOGRAPHIC CONTROL AND CODING DETAIL [OBSOLETE] | |
| Level of rules in bibliographic description | 202110041251 |
| Level of effort used to assign nonsubject heading access points | staff |
| Level of effort used to assign subject headings | 201807131625 |
| Level of effort used to assign classification | staff |
| -- | 201807131620 |
| -- | staff |
| 082 ## - DEWEY DECIMAL CLASSIFICATION NUMBER | |
| Classification number | 332.6 |
| Item number | EVE [ Shelf 75 ] |
| 100 ## - MAIN ENTRY--PERSONAL NAME | |
| Personal name | Evensky, Harold. |
| 245 ## - 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. | |
| 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 ## - 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. note | Includes bibliographical references and index. |
| 504 ## - BIBLIOGRAPHY, ETC. NOTE | |
| Bibliography, etc. note | 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"-- |
| Assigning source | Provided by publisher. |
| 650 ## - SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical term or geographic name entry element | Portfolio management. |
| 650 ## - SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical term or geographic name entry element | Financial planners. |
| 650 ## - SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical term or geographic name entry element | Investment advisors. |
| 650 ## - SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical term or geographic name entry element | BUSINESS & ECONOMICS / Finance |
| Source of heading or term | bisacsh. |
| 700 ## - ADDED ENTRY--PERSONAL NAME | |
| Personal name | Horan, Stephen Michael. |
| 700 ## - ADDED ENTRY--PERSONAL NAME | |
| Personal name | Robinson, Thomas R. |
| 700 ## - ADDED ENTRY--PERSONAL NAME | |
| Personal name | Evensky, Harold. |
| Title of a work | Wealth management. |
| 991 ## - | |
| -- | VIRTUA |
| 991 ## - | |
| -- | VTLSSORT0080*0100*0200*0820*1000*2450*2600*3000*4900*5000*5040*5041*5200*6500*6501*6502*6503*7000*7001*7002*9992 |
| 909 ## - | |
| -- | 5726 |
| Withdrawn status | Lost status | Damaged status | Not for loan | Home library | Current library | Date acquired | Total checkouts | Full call number | Barcode | Copy number | Koha item type |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Indian Institute Of Management, Shillong | Indian Institute Of Management, Shillong | 13/07/2018 | 332.6 EVE [ Shelf 75 ] | 0012296 | Reference |