000			02976cam a2200421 a 4500
001			16585764
003			BD-DhUL
005			20160517165657.0
008			101220s2011 njua b 001 0 eng
010			_a 2010053526
020			_a9780470624005
040			_cBD-DhUL _dBD-DhUL
042			_apcc
050	0	0	_aHG4529.5 _b.E955 2011
082			_a332.6 _bEVN
084			_aBUS027000 _2bisacsh
100	1		_aEvensky, Harold.
245	1	4	_aThe new wealth management : _bthe financial advisor's guide to managing and investing client assets / _cHarold Evensky, Stephen M. Horan, Thomas R. Robinson.
260			_aHoboken, N.J. : _bJ. Wiley, _cc2011.
300			_axx, 458 p. : _bill. ; _c26 cm.
490	0		_aCFA Institute investment series
500			_aRev. ed. of: Wealth management. c1997.
504			_aIncludes bibliographical references and index.
504			_aIncludes bibliographical references and index.
520			_a"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"-- _cProvided by publisher.
650		0	_aPortfolio management.
650		0	_aFinancial planners.
650		0	_aInvestment advisors.
650		7	_aBUSINESS & ECONOMICS / Finance _2bisacsh.
700	1		_aHoran, Stephen Michael.
700	1		_aRobinson, Thomas R.
700	1		_aEvensky, Harold. _tWealth management.
856	4	2	_3Cover image _uhttp://catalogimages.wiley.com/images/db/jimages/9780470624005.jpg
856	4	2	_3Publisher description _uhttp://www.loc.gov/catdir/enhancements/fy1106/2010053526-d.html
856	4	1	_3Table of contents only _uhttp://www.loc.gov/catdir/enhancements/fy1106/2010053526-t.html
856	4	2	_3Contributor biographical information _uhttp://www.loc.gov/catdir/enhancements/fy1108/2010053526-b.html
942			_2ddc _cBK
999			_c66762 _d66762