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

Evensky, Harold

 
9780786304783: Wealth Management: The Financial Advisor's Guide to Investing and Managing Your Client's Assets
Couverture rigide
ISBN 10 : 0786304782 ISBN 13 : 9780786304783
Editeur : Irwin Professional Publishing, 1996

Synopsis

Concerned with the management of assets, this work outlines methods for attracting new clients, managing their expectations and establishing workable investment plans. The book provides financial professionals with the tools and information to run a financial asset management business.Feat ures of the book include: identification of the different approaches to portfolio management; collection of client data including their goals and attitudes toward constraints; measurement of client expectations and risk/reward selection; establishment of an effective investmernt poloicy; and the implementation and management of philosophy, performance and process.

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À propos de l'auteur

McGraw-Hill authors represent the leading experts in their fields and are dedicated to improving the lives, careers, and interests of readers worldwide

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

Éditeur
Irwin Professional Publishing
Date d'édition
1996
Langue
anglais
ISBN 10 
0786304782
ISBN 13 
9780786304783
Reliure
Relié
Nombre de pages
481
Coordonnées du fabricant
non disponible
Personne responsable
non disponible