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Books by Harold Evensky Cfa
  | | CFA Institute Investment Ser.(1st Edition) The New Wealth Management : The Financial Advisors Guide to Managing and Investing Client Assets 28 by Harold Evensky Cfa, Stephen M. Horan, Thomas R. Robinson, Roger Ibbotson, Cfp Harold Evensky Digital, 608 Pages, Published 2011 by Wiley ISBN-13: 978-1-118-03691-4, ISBN: 1-118-03691-3 "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 mode ..." |
 | | Bloomberg Financial Retirement Income Redesigned : Master Plans for Distribution - An Adviser's Guide for Funding Boomers' Best Years 52 by Walter Updegrave, Harold Evensky Cfa, Deena B. Katz, Harold Evensky Digital, 370 Pages, Published 2010 by Bloomberg Press ISBN-13: 978-0-470-88380-8, ISBN: 0-470-88380-4 "Clients nearing retirement have some significant challenges to face. And so do their advisers. They can expect to live far longer after they retire. And the problems they expect their advisers to solve are far more complex. The traditional sources of retirement income may be shriveling, but boomers don't intend to downsize their plans. Instead, they're redefining what it means to be retired—as well as what they require of financial advi ..." |
 | | CFA Institute Investment Ser.(1st Edition) The New Wealth Management : The Financial Advisors Guide to Managing and Investing Client Assets 28 by Harold Evensky Cfa, Stephen M. Horan, Thomas R. Robinson Digital, 608 Pages, Published 2011 by Wiley ISBN-13: 978-1-118-03689-1, ISBN: 1-118-03689-1 "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 mode ..." |