New Wealth Management Evensky Harold
New Wealth Management Evensky Harold Mainstay reference guide for wealth management, newly updated for today's investment landscapeFor over a decade, The New Wealth Management: The Financial…
Specifikacia New Wealth Management Evensky Harold
New Wealth Management Evensky Harold
Mainstay reference guide for wealth management, newly updated for today's investment landscapeFor 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. 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. And, it did so without resorting to simplistic model portfolios, such as lifecycle models or black box solutions.
The bookIncludes expert updates from Chartered Financial Analyst (CFA) Institute, in addition to the core text of 1997's first edition - endorsed by
New Wealth Management Evensky Harold
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