02976cam a2200421 a 4500 16585764 BD-DhUL 20160517165657.0 101220s2011 njua b 001 0 eng 2010053526 9780470624005 BD-DhUL BD-DhUL pcc HG4529.5 .E955 2011 332.6 EVN BUS027000 bisacsh Evensky, Harold. The new wealth management : the financial advisor's guide to managing and investing client assets / Harold Evensky, Stephen M. Horan, Thomas R. Robinson. Hoboken, N.J. : J. Wiley, c2011. xx, 458 p. : ill. ; 26 cm. CFA Institute investment series Rev. ed. of: Wealth management. c1997. Includes bibliographical references and index. Includes bibliographical references and index. "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. Portfolio management. Financial planners. Investment advisors. BUSINESS & ECONOMICS / Finance bisacsh. Horan, Stephen Michael. Robinson, Thomas R. Evensky, Harold. Wealth management. Cover image http://catalogimages.wiley.com/images/db/jimages/9780470624005.jpg Publisher description http://www.loc.gov/catdir/enhancements/fy1106/2010053526-d.html Table of contents only http://www.loc.gov/catdir/enhancements/fy1106/2010053526-t.html Contributor biographical information http://www.loc.gov/catdir/enhancements/fy1108/2010053526-b.html ddc BK 66762 66762 0 0 ddc 0 332_600000000000000_EVN 0 NFIC 113572 DUL DUL GEN 2012-12-22 Purchased 332.6 EVN 477529 2016-05-17 2016-05-17 BK