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The Investment Think Tank(1st Edition)
Theory, Strategy, and Practice For Advisers
by Harold Evensky Cfp, Deena B. Katz, Harold R. Evensky, Evensky Katz, Harold Evenskyharold Evensky
Hardcover, 432 Pages, Published 2004 by Bloomberg Press
ISBN-13: 978-1-57660-165-5, ISBN: 1-57660-165-X






The New Wealth Management(1st Edition)
The Financial Advisors Guide to Managing and Investing Client Assets (CFA Institute Investment Series)
by Harold Evensky Cfp, Stephen M. Horan, Thomas R. Robinson, Roger Ibbotson
Hardcover, 480 Pages, Published 2011 by Wiley
ISBN-13: 978-0-470-62400-5, ISBN: 0-470-62400-0

"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 o ..."

All Authors

Deena Katz

Harold Evensky Cfp

Thomas Robinson

Stephen Horan

Harold Evensky


All Years

2011

2004