Электронная книга: Harold Evensky «The New Wealth Management. The Financial Advisor's Guide to Managing and Investing Client Assets»

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

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Harold Evensky

Harold Evensky (Born September 9, 1942 [Miami Today Advertisement, September 2002] ) is a Certified Financial Planner (CFP), an Accredited Investment Fiduciary (AIF) and president of Evensky & Katzhttp://www.fpanet.org/member/meetings/online_education/09-14-05.cfm FPANet.Org Biography] , one of the most prestigious fee-only financial planning firms in the country. [ [http://online.wsj.com/public/article/SB118072849658821806.html Free Preview - WSJ.com ] ] Failed verification|date=September 2008 He is also an author, editor, and engineer.http://www.investmentadvisor.com/issues/2004_01/cover_story/2664-1.html Investment Advisor Bio]


Born Harold Ray Evensky in Memphis, Tennessee, Evensky moved to New Orleans with his family at age four. After earning a Bachelor of Civil Engineering and a Masters of Science from Cornell University, he worked as an engineer and builder in Louisiana, Ohio, and Florida, before becoming a financial adviser.

After some time as a vice president of investments for Bache & Co. (later acquired by Prudential Financial) and Drexel Burnham Lambert [http://www.depts.ttu.edu/pfp/vita/H_Evensky_07.pdf] , he and his cousin Peter Brown opened up a private practice in 1986 under the name Evensky & Brown. In 1990, Chicago-based financial adviser Deena Katz merged her practice to form Evensky, Brown & Katz, where he served as company chairman. [Katz, Deena: Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers, Page 26] The new firm would go through a number of changes, including joining with partner Robert Levitt, parting with Levitt some years later [http://www.keepmedia.com/pubs/FinancialPlanning/2003/05/01/540437?extID=10037&oliID=229 Robert Levitt Article] , facing the retirement of co-founder Brown in the early 2000s [Brown, Peter: "Letter to Clients" 2001] , and relaunching the company as Evensky & Katz on its 20th anniversary in 2004.

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 Morningstar, and is largely seen as one of the top fee-only financial planners in the country.Fact|date=September 2008

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 "Financial Advisor Magazine" and "The Asian Financial Planning Journal" [http://www.investmentadvisor.com/issues/2004_01/cover_story/2658-1.html Asian Financial Planning Journal] , research columnist for the "Journal of Financial Planning", and a member of the editorial review board of the "Journal of Financial Planning". He wrote the books "Long Term Health Care" (Houghton Mifflin, 1990) and "Wealth Management" (McGraw Hill, 1996 [in Japanese, 1999 and in Korean, 2003] ).

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 "TIAA-CREF Institute Advisory Board", the "International CFP Council", the "CFP Board of Governors", the "CFP Board of Examiners", and the "CFP Board of Appeals"Investment Advisor Magazine, "IA 25" Issue, 2003 May] Investment Advisor Magazine, "IA 25" Issue, 2002 May] , as well as a member of the national board of the IAFP and the Charles Schwab institutional advisory board and council. Currently Evensky serves as a member of the "Financial Planning Association", the "Academy of Financial Services", "The CFA Institute", and as an association member of the "American Bar Association".

Later career

After owning a home for a short time in Lubbock, Texas, Evensky and his wife and partner Deena Katz opened a financial office there in May 2008. [ [http://online.barrons.com/article/SB121513911546328487.html Building Portfolios for a World of 2.5% Gains - Barrons.com ] ] [http://www.evensky.com/default.asp?P=538513&S=538493] [ [http://everythinglubbock.com/media_player.php?media_id=10199 EverythingLubbock.com Media Player ] ]

Evensky also increased his involvement in the Personal Financial Program at Texas Tech University, where Katz had accepted a faculty position. Serving as an Adjunct Graduate Professor, he taught a behavioral finance course for the program, and is currently scheduled to teach a graduate level Wealth Management course in the fall of 2008. [ [http://www.depts.ttu.edu/pfp/faculty.php Texas Tech University :: College of Human Sciences :: APS :: Division of PFP :: Faculty ] ]


Evensky was named one of the five "Movers, Shakers & Decision Makers, The Most Influential People in the Financial Planning Profession" by "Financial Planning Magazine".Fact|date=September 2008 He is also cited by "Accounting Today" in their "Top Ten Names to Know in Financial Planning".Fact|date=September 2008 "Worth Magazine" named Evensky as one of the top 100 Financial Advisers each year from 2002–2006. [http://www.worth.com/Issues/October-2006.asp Douglas McWhirter, "Worth Magazine" October 2006 Pg 62 & 64]

"Investment Advisor" has named both him and his wife/partner as members of "The IA 25", a listing a the most influential people in finance on multiple occasions. The 2004 edition, appearing in May of that year, featured both of them on the cover. In January 2004, he appeared on the cover of "Investment Advisor" with his wife to speak about the changes to their firm, their personal life, and on the profession over the previous years. [http://www.investmentadvisor.com/issues/2004_01/cover_story/2658-1.html Investment Advisor January 2004]

In 2002, Evensky's paper titled "Changing Equity Premium Implications for Wealth Management Portfolio Design", won the "Journal of Financial Planning"'s "Call for Papers" competition, and in 1999 Evensky was awarded the "Dow Jones Investment Advisor Portfolio Management Award for Lifetime Achievement". [http://www.aifg.org/aifg/evensky.cfm American Institute of Financial Gerontology Bio for Evensky] His firm has pioneered the investment strategy of Core & Satellite, a relatively new strategy that uses passive management over "Core" positions and a blend of passive and active management over opportunity driven Satellite positions. [http://www.fpanet.org/journal/articles/2005_Issues/jfp0205-art2.cfm Jahnke, William "Modeling Retirement Income", Journal of Financial Planning, 2005 February On-line Addition]

His firm's fee schedule was praised by "Investment Advisor Magazine" as an example of integrating wealth management and Advisory Services. [http://www.investmentadvisor.com/firstlook/0706coverstory.html IA July 2006 Cover Story]


External links

* [http://www.evenskykatz.com Evensky & Katz]

Источник: Harold Evensky

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Harold EvenskyThe New Wealth Management. The Financial Advisor's Guide to Managing and Investing Client AssetsMainstay 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), @ @ @ @ Подробнее...
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