Articles liés à The New Wealth Management: The Financial Advisor's...

The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets - Couverture rigide

Evensky, Harold; Horan, Stephen M.; Robinson, Thomas R.

 
9780470624005: The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets
Couverture rigide
ISBN 10 : 0470624000 ISBN 13 : 9780470624005
Editeur : John Wiley & Sons Inc, 2011

Synopsis

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 landscaped, this update to the classic reference is more important than ever.

Les informations fournies dans la section « Synopsis » peuvent faire référence à une autre édition de ce titre.

À propos de l'auteur

HAROLD EVENSKY, CFP, is President of Evensky & Katz, a nationally recognized wealth management firm. Acknowledged by Financial Planning, Financial Planning Professional, Investment News, and Worth as an industry leader, he served as chair of the TIAA-CREF Institute Advisory Board and is a member of the American Bar Association. In 1999, he was awarded the Dow Jones Investment Advisor Portfolio Management Award for Lifetime Achievement.

STEPHEN M. HORAN, PhD, CFA, manages professional education and private wealth management content for CFA Institute members. He has served 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, publishes frequently in academic and professional journals, and has authored several books. Prior to joining the CFA Institute, he was a professor of finance at St. Bonaventure University and principal of Alesco Advisors LLC.

THOMAS R. ROBINSON, CFA, CFP, is Managing Director in the Education Division of the CFA Institute, where he leads and develops the teams responsible for producing and delivering educational content and examinations to candidates, members, and other investment professionals, including those affiliated with the CFA Program, CIPM Program, and Lifelong Learning.

Les informations fournies dans la section « A propos du livre » peuvent faire référence à une autre édition de ce titre.

Éditeur
John Wiley & Sons Inc
Date d'édition
2011
Langue
anglais
ISBN 10 
0470624000
ISBN 13 
9780470624005
Reliure
Relié
Nombre de pages
480
Coordonnées du fabricant
JOSSEY-BASS
https://www.wiley.com/en-us

111 River Street
Hoboken
NJ
7030
Etats-Unis
Personne responsable
non disponible

Autres éditions populaires du même titre

9788126564750: New Wealth Management: The Financial Advisor's Guide To Managing And Investing Client Assets (Cfa Institute Investment Series)

Edition présentée

ISBN 10 :  812656475X ISBN 13 :  9788126564750
Editeur : Harold Evensky, Stephen M. Horan..., 2016
Couverture souple