Private Wealth: Wealth Management in Practice - Couverture rigide

Couverture rigide

ISBN 10 : 0470381132 ISBN 13 : 9780470381137

Editeur : John Wiley & Sons Inc, 2009

Synopsis

An in-depth examination of today's most important wealth management issues

Managing the assets of high-net-worth individuals has become a core business specialty for investment and financial advisors worldwide. Keeping abreast of the latest research in this field is paramount. That's why Private Wealth, the inaugural offering in the CFA Institute Investment Perspectives series has been created. As a sister series to the globally successful CFA Institute Investment Series, CFA Institute and John Wiley are proud to offer this new collection. Private Wealth presents the latest information on lifecycle modeling, asset allocation, investment management for taxable private investors, and much more. Researched and written by leading academics and practitioners, including Roger Ibbotson of Yale University and Zvi Bodie of Boston University, this volume covers human capital and mortality risk in life cycle stages and proposes a life-cycle model for life transitions. It also addresses complex tax matters and provides details on customizing investment theory applications to the taxable investor. Finally, this reliable resource analyzes the use of tax-deferred investment accounts as a means for wealth accumulation and presents a useful framework for various tax environments.

A propos du livre

À propos de l?auteur

STEPHEN M. HORAN, PhD, CFA, manages professional education and private wealth management content for CFA Institute members. Dr. Horan has served CFA Institute as both an editorial board member and abstractor for the CFA Digest and as an ad-hoc reviewer for the Financial Analysts Journal. He holds a PhD in finance from the State University of New York at Buffalo, publishes frequently in academic and professional journals, and has authored several books. Prior to joining CFA Institute, he was a professor of finance at St. Bonaventure University, principal of Alesco Advisors LLC, and a financial analyst and forensic economist in private practice, providing expert witness testimony and preparing economic impact studies.

Détails de l'édition

• Éditeur: John Wiley & Sons Inc
• Date d'édition: 2009
• Langue: anglais
• ISBN 10: 0470381132
• ISBN 13: 9780470381137
• Reliure: Relié
• Nombre de pages: 576
• Éditeur: Horan Stephen M.
• Coordonnées du fabricant: non disponible
• Personne responsable: non disponible