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005 20260112063324.0
010 _a2010-053526
020 _a9780470624005
039 _a202505231246
_bstaff
_c202111031219
_d staff
_c201512081212
_d staff
_c201509111052
_d staff
_y 201509111047
_z staff
082 _a332.6
_bEVE [Shelf no. 5 ]
084 _aBUS027000
_2 bisacsh
100 _aEvensky, Harold.
245 _aThe new wealth management :
_bthe financial advisor's guide to managing and investing client assets /
_cHarold Evensky, Stephen M. Horan, Thomas R. Robinson.
260 _aHoboken, N.J. :
_bJ. Wiley,
_cc2011.
300 _axx, 458 p. :
_bill. ;
_c26 cm.
490 _aCFA Institute investment series
500 _aRev. ed. of: Wealth management. c1997.
504 _aIncludes bibliographical references and index.
504 _aIncludes bibliographical references and index.
520 _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. 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"--
_cProvided by publisher.
650 _aPortfolio management.
650 _aFinancial planners.
650 _aInvestment advisors.
650 _aBUSINESS & ECONOMICS / Finance
_2 bisacsh.
700 _aHoran, Stephen Michael.
700 _aRobinson, Thomas R.
700 _aEvensky, Harold.
_t Wealth management.
991 _aVIRTUA40
991 _aVTLSSORT0080*0100*0200*0820*0840*1000*2450*2600*3000*4900*5000*5040*5041*5200*6500*6501*6502*6503*7000*7001*7002*9992
909 _a5457
999 _c4916
_d4916