Электронная книга: Harold Evensky «The New Wealth Management. The Financial Advisor's Guide to Managing and Investing Client Assets»
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 landscaped, this update to the classic reference is more important than ever. Издательство: "John Wiley&Sons Limited (USD)"
ISBN: 9781118036891 электронная книга Купить за 6503.95 руб и скачать на Litres |
Harold Evensky
Harold Evensky (Born Biography Born Harold Ray Evensky in After some time as a Financial planning Evensky was dubbed the "Dean of Financial Planning" [ [http://search.barnesandnoble.com/Wealth-Management/Harold-R-Evensky/e/9780786304783/#TABS Wealth Management, The Irwin/IAFP Series in Financial Planning, Harold R. Evensky, Book - Barnes & Noble ] ] by Don Phillips, CEO of Evensky's legacy to the industry is seen through his personal appearances to adviser organizations and his development of codifying his successful practice style through literary works.Fact|date=September 2008 He has addressed conferences throughout the United States, Canada, Europe, Australia, Asia, South Africa, and the United Kingdom. Evensky is frequently quoted in a number of financial trade publications, newspapers, internet articles, Blogs, and magazines.Fact|date=September 2008 Evensky is a contributing writer for " He has also co-edited two books with his business partner and wife, Deena Katz, titled "The Investment Think Tank: Theory, Strategy, and Practice For Advisers" (ISBN 1-57660-165-X) and "Retirement Income Redesigned: Master Plans for Distribution" (ISBN 1-57660-189-7 by Bloomberg Press) where he also wrote a chapter for each. In addition to his literary works in the field of Financial Planning, Evensky served on a number of different financial advisory boards, including as chairperson of the " Later career After owning a home for a short time in Evensky also increased his involvement in the Personal Financial Program at Accolades Evensky was named one of the five "Movers, Shakers & Decision Makers, The Most Influential People in the Financial Planning Profession" by " " In 2002, Evensky's paper titled "Changing Equity Premium Implications for Wealth Management Portfolio Design", won the " His firm's fee schedule was praised by " References External links * [http://www.evenskykatz.com Evensky & Katz]
Источник: Harold Evensky
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Harold Evensky | The New Wealth Management. The Financial Advisor's Guide to Managing and Investing Client Assets | 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… — John Wiley&Sons Limited (USD), электронная книга Подробнее... | 6503.95 | электронная книга |
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