The New Wealth Management. The Financial Advisors Guide to Managing and Investing Client Assets

The New Wealth Management. The Financial Advisors Guide to Managing and Investing Client Assets, Harold  Evensky audiobook. ISDN28306923

Harold Evensky and Roger Ibbotson

Genre:foreign educational literature

Language:English

Type:PDF book

Publisher:John Wiley & Sons Limited

Publication date:09.12.2022

Price:$112.82

Views:48

Mainstay reference guide for wealth management, newly updated for todays investment landscape For over a decade, The New Wealth Management: The Financial Advisors 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 1997s 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 todays new investment landscaped, this update to the classic reference is more important than ever.

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