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| 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
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| | Paraules 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
Inversions
| | Paraules 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 |
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Refinar la cercaThe New wealth management / Harold Evensky (cop. 2011)
