Opcions :
Inici amb les prestatgeries virtuals.. |
Més informació de l'autor
Autor Stephen Michael Horan
Documents disponibles escrits per aquest autor
Refinar la cercaThe New wealth management / Harold Evensky (cop. 2011)
Títol : The New wealth management : the financial advisor's guide to managing and investing client assets Tipus de document : text imprès Autors : Harold Evensky, Autor ; Stephen Michael Horan, Autor ; Thomas R. Robinson, Autor Editorial : Hoboken : John Wiley & Sons Data de publicació : cop. 2011 Col·lecció : CFA Institute investment series núm. 28 Nombre de pàgines : xx, 458 p. ll. : il. Dimensions : 26 cm ISBN/ISSN/DL : 978-0-470-62400-5 Nota general : Inclou índex i bibliografia Idioma : Anglès (eng) Matèries : Assessors
Gestió de cartera
InversionsParaules clau : Financial planning Classificació : 75(FIN) Financial Planning Resum : "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. 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 today's new investment landscape, this update to the classic reference is more important than ever"-- Vista prèvia a Google Books : http://books.google.es/books?id=kQ4uRNc6jv0C&lpg=PP1&hl=es&pg=PP1#v=onepage&q&f=false Permalink : https://bibliotecatriasfargas.cat/pmb/opac_css/index.php?lvl=notice_display&id=2 The New wealth management : the financial advisor's guide to managing and investing client assets [text imprès] / Harold Evensky, Autor ; Stephen Michael Horan, Autor ; Thomas R. Robinson, Autor . - Hoboken : John Wiley & Sons, cop. 2011 . - xx, 458 p. : il. ; 26 cm. - (CFA Institute investment series; 28) .
ISBN : 978-0-470-62400-5
Inclou índex i bibliografia
Idioma : Anglès (eng)
Matèries : Assessors
Gestió de cartera
InversionsParaules clau : Financial planning Classificació : 75(FIN) Financial Planning Resum : "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. 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 today's new investment landscape, this update to the classic reference is more important than ever"-- Vista prèvia a Google Books : http://books.google.es/books?id=kQ4uRNc6jv0C&lpg=PP1&hl=es&pg=PP1#v=onepage&q&f=false Permalink : https://bibliotecatriasfargas.cat/pmb/opac_css/index.php?lvl=notice_display&id=2 Exemplars
Codi de barres Signatura topogràfica Tipus de document Localització Secció Estat Volum Nota 10113460 75(FIN) Eve Llibre Biblioteca IEF Ramon Trias Fargas Biblioteca Disponible
Disponible
Biblioteca Financera Ramon Trias Fargas - IEF
Av. Josep Tarradellas, 123, 2ª planta
08029 Barcelona
(+34) 93 412 44 31
biblioteca@iefweb.org
Horari: de dilluns a divendres de 10h a 18h. pmb