"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 ..."
"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 ..."
"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 ..."
Hello Harold by HaroldEvensky Paperback, 146 Pages, Published 2017 by Bookbaby ISBN-13: 978-1-5439-0059-0, ISBN: 1-5439-0059-3
Wealth Management(1st Edition) The Financial Advisor's Guide to Investing and Managing Client Assets by Harold R. Evensky Hardcover, 481 Pages, Published 1997 by Mcgraw-Hill ISBN-13: 978-0-7863-0478-3, ISBN: 0-7863-0478-2
Bloomberg Financial Deena Katz's Complete Guide to Practice Management : Tips, Tools, and Templates for the Financial Adviser 64 by Deena B. Katz 400 Pages, Published 2010 by John Wiley & Sons ISBN-13: 978-0-470-88532-1, ISBN: 0-470-88532-7
Bloomberg Financial Ser. Retirement Income Redesigned : Master Plans for Distribution - An Adviser's Guide for Funding Boomers' Best Years 52 by HaroldEvensky , Deena B. Katz , CfpHaroldEvensky 370 Pages, Published 2010 by John Wiley & Sons ISBN-13: 978-0-470-88505-5, ISBN: 0-470-88505-X