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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 ..."






CFA Institute Investment Series Set(1st Edition)
by Cfa Institute, Harold Evensky
Hardcover, 700 Pages, Published 2015 by Wiley
ISBN-13: 978-1-119-11364-5, ISBN: 1-119-11364-4

"The CFA Institute Investment Series Set comprises all 17 CFA Institute Investment Series titles, including these books and workbooks: The New Wealth Management: The Financial Advisor′s Guide to Managing and Investing Client Assets Corporate Finance: A Practical Approach,2nd Edition Corporate Finance Workbook: A Practical Approach, 2nd Edition Investments: Principles of Portfolio and Equity Analysis Investments Workbook: Princip ..."

All Authors

Thomas Robinson

Roger Ibbotson

Harold Evensky Cfp

Stephen Horan

Harold Evensky

Cfa Institute


All Years

2015

2011