عنوان
پدید آورنده
موضوع
رده
کتابخانه
محل استقرار
INTERNATIONAL STANDARD BOOK NUMBER
(Number (ISBN
9780470624005
LANGUAGE OF THE ITEM
.Language of Text, Soundtrack etc
لاتين
TITLE AND STATEMENT OF RESPONSIBILITY
First Statement of Responsibility
Harold Evensky, Stephen M. Horan, Thomas R. Robinson
Title Proper
The new wealth management
.PUBLICATION, DISTRIBUTION, ETC
Place of Publication, Distribution, etc.
Hoboken, N.J.
Name of Publisher, Distributor, etc.
J. Wiley,
Date of Publication, Distribution, etc.
2011
PHYSICAL DESCRIPTION
Specific Material Designation and Extent of Item
xx, 458 p.
SERIES
Series Title
CFA Institute investment series
NOTES PERTAINING TO BINDING AND AVAILABILITY
Text of Note
مرجع به حساب نمي آيد
INTERNAL BIBLIOGRAPHIES/INDEXES NOTE
Text of Note
Includes bibliographical references and index. Includes bibliographical references and index.
CONTENTS NOTE
Text of Note
"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"--Provided by publisher.
OTHER VARIANT TITLES
Variant Title
the financial advisor's guide to managing and investing client assets
TOPICAL NAME USED AS SUBJECT
Entry Element
Portfolio management
Entry Element
Financial planners
Entry Element
Investment advisors
Entry Element
BUSINESS & ECONOMICS / Finance, bisacsh
OTHER CLASS NUMBERS
Class number
332
.
6
,
E93n
PERSONAL NAME - PRIMARY RESPONSIBILITY
Entry Element
مولف
Relator Code
Evensky, Harold.
PERSONAL NAME - ALTERNATIVE RESPONSIBILITY
Entry Element
Evensky, Harold.
PERSONAL NAME - SECONDARY RESPONSIBILITY
Entry Element
Horan, Stephen Michael.
Entry Element
Evensky, Harold.Wealth management.
Entry Element
Robinson, Thomas R.
