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The New wealth management : the financial advisor's guide to managing and in…
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 Ma…
- Edisi
- -
- ISBN/ISSN
- 9780470624005
- Deskripsi Fisik
- xxi, 620 p. : tabs., gloss., index ; 25 cm.
- Judul Seri
- CFA Institute investment series
- No. Panggil
- EF/EE Eve
Private wealth: wealth management in practice
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 Ser…
- Edisi
- -
- ISBN/ISSN
- 9780470381137
- Deskripsi Fisik
- viii, 564 p. : tabs., index ; 25 cm.
- Judul Seri
- -
- No. Panggil
- EE/ELCC Pri
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