| 000 | 02579cam a2200325 a 4500 | ||
|---|---|---|---|
| 005 | 20260112063328.0 | ||
| 010 | _a2010-053526 | ||
| 020 | _a9788126564750 | ||
| 039 |
_a202110041251 _bstaff _c201807131625 _d staff _y 201807131620 _z staff |
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| 082 |
_a332.6 _bEVE [ Shelf 75 ] |
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| 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. |
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| 300 |
_axx, 458 p. : _bill. ; _c26 cm. |
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| 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. |
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| 650 | _aPortfolio management. | ||
| 650 | _aFinancial planners. | ||
| 650 | _aInvestment advisors. | ||
| 650 |
_aBUSINESS & ECONOMICS / Finance _2 bisacsh. |
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| 700 | _aHoran, Stephen Michael. | ||
| 700 | _aRobinson, Thomas R. | ||
| 700 |
_aEvensky, Harold. _t Wealth management. |
||
| 991 | _aVIRTUA | ||
| 991 | _aVTLSSORT0080*0100*0200*0820*1000*2450*2600*3000*4900*5000*5040*5041*5200*6500*6501*6502*6503*7000*7001*7002*9992 | ||
| 909 | _a5726 | ||
| 999 |
_c5177 _d5177 |
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