the financial advisor's guide to managing and investing client assets Evensky, Harold Primary Author Robinson, Thomas R. Additional Author Horan, Stephen M. Additional Author mixed material bibliography Canada John Wiley & Sons 2011 en English

Printed Material

xxi, 620 p. : tabs., gloss., index ; 25 cm. 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. 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. From the Inside Flap Resources for professionals interested in portfolio and asset management abound, but not much is available for those managing private wealth or handling the portfolios of multiple clients. Now in its second edition, The New Wealth Management: The Financial Advisor’s Guide to Managing and Investing Client Assets continues to remedy this by providing a comprehensive reference for financial planners with detailed and accessible guidance on developing optimal asset allocation policies for clients. (text cited from www.amazon.com) Management Financial management Investments Portfolio management Wealth EF/EE 9780470624005 Perpustakaan - Sekolah Tinggi Manajemen PPM Pusat Informasi Manajemen EF/EE Eve 35079 Short Loan (Short Loan) EF/EE Eve 37998 2011-05-09 00:00:00 2022-10-13 09:05:15 machine generated