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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 ..."






Retirement Income Redesigned(1st Edition)
Master Plans for Distribution -- An Adviser's Guide for Funding Boomers' Best Years (Bloomberg Financial)
by Walter Updegrave, Harold Evensky Cfp, Deena B. Katz, April K. Caudill, Evensky Katz, Harold R. Evensky
Hardcover, 370 Pages, Published 2006 by Bloomberg Press
ISBN-13: 978-1-57660-189-1, ISBN: 1-57660-189-7

"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 ad ..."






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 best investment practitioners, the ones who get results, rely not just on their instincts and experience but on the insights of the trailblazers in their field the people who interpret, challenge, and even devise the strategies and tools that shape investment management. But when you′re in the trenches serving clients and running a business the voices at the front can have trouble getting through, and you may sometimes wonder ..."






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

"``Harold's diligent and scholarly approach to investing theory makes Wealth Management a thoughtful book that should be on every advisor's reading list.''--Charles R. Schwab, Chairman & CEO, The Charles Schwab Corporation. Wealth Management outlines the current state-of-the-art in financial planning, and describes respected financial planning speaker and author Harold Evensky's effective, optimal asset allocation policy that is designed ..."






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 ..."






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 ..."






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 ..."






The Art of Practicing and the Art of Communication in Financial Planning(1st Edition)
by Harold Evensky, Alexandra Armstrong, Sid Mittra
Paperback, 328 Pages, Published 2017 by Sage Publications Pvt. Ltd
ISBN-13: 978-93-86446-88-6, ISBN: 93-86446-88-X

"The Art of Practicing and the Art of Communication in Financial Planning is a rare collection of 80 essays on what constitutes the art of practicing financial planning and the art of communication in financial planning. The contributors represent the best brains in the financial planning profession. The insightful articles will help planners to effectively use their technical skills toward ensuring their clients’ financial success and w ..."






New Wealth Management(1st Edition)
The Financial Advisor's Guide To Managing And Investing Client Assets (Cfa Institute Investment Series)
by Wiley India, Stephen M. Horan, Harold Evensky
Paperback, Published 2016 by Wiley
ISBN-13: 978-81-265-6475-0, ISBN: 81-265-6475-X

"International Paper-back Edition, Same as per description, Economy edition, May have been Printed in Asia with restrictions on cover like not for sale outside asia etc, Legal to use as per US Courts. Save Money, So why Pay more? Free tracking with fast & professional service with excellent customer service. Please contact us for any queries on listing."

All Authors

Harold Evensky

Harold Evensky Cfp

Stephen Horan

Thomas Robinson

Deena Katz

Evensky Katz

Roger Ibbotson

Harold Evensky Cfa

Walter Updegrave

April Caudill


All Bindings

Hardcover

Unknown

Paperback


All Years

2017

2016

2015

2011

2006

2004

1997


All Regions

English

India