The New Wealth Management PDF ePub eBook

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The New Wealth Management free pdf This is a 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. It presents an approach that places achieving client objectives ahead of investment vehicles. It is 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.

About Harold R. Evensky

Harold Evensky CFP, is President of Evensky

Details Book

Author : Harold R. Evensky
Publisher : John Wiley
Data Published : 13 April 2011
ISBN : 0470624000
EAN : 9780470624005
Format Book : PDF, Epub, DOCx, TXT
Number of Pages : 608 pages
Age + : 15 years
Language : English
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