By Harold Evensky,Stephen M. Horan,Thomas R. Robinson,Roger Ibbotson

ISBN-10: 0470624000

ISBN-13: 9780470624005

ISBN-10: 812656475X

ISBN-13: 9788126564750

Mainstay reference advisor for wealth administration, newly up to date for trendy funding panorama

For over a decade, The New Wealth administration: The monetary Advisor's advisor to coping with and making an investment customer Assets has supplied monetary planners with specified, step by step suggestions on constructing an optimum asset allocation coverage for his or her consumers. And, it did so with no resorting to simplistic version portfolios, similar to lifecycle types or black field options. this day, whereas The New Wealth Management nonetheless offers an intensive heritage on funding theories, and comprises many able to use consumer displays and questionnaires, the consultant is newly up-to-date to satisfy twenty-first century funding demanding situations. The book

  • Includes professional updates from Chartered monetary Analyst (CFA) Institute, as well as the middle textual content of 1997's first variation ? recommended by way of funding luminaries Charles Schwab and John Bogle
  • Presents an method that areas reaching consumer targets sooner than funding vehicles
  • Applicable for self-study or lecture room use

Now, as in 1997, The New Wealth Management successfully blends funding concept and actual global functions. And in ultra-modern new funding landscaped, this replace to the vintage reference is extra very important than ever.

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The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets (CFA Institute Investment Series) by Harold Evensky,Stephen M. Horan,Thomas R. Robinson,Roger Ibbotson


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