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  | | 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 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 ..." |
 | | Y2K and Your Money by R. Evensky Harold Paperback, 90 Pages, Published 1999 by Sitting Duck Advisers Inc ISBN-13: 978-0-9670146-0-9, ISBN: 0-9670146-0-3 "In this book and its companion software, The Y2K Investment Planner, Harold Evensky helps you: Understand what the Y2K problem is really about. Assess the potential impact of Y2K on major industries, government agencies, and foreign countries. Understand the possible economic impact of the most likely Y2K scenarios. Decide if your current investment portfolio should be reconsidered because of Y2K concerns. It also includes a ..." |
 | | The Art of Practicing and the Art of Communication in Financial Planning by Harold Evensky, Alexandra Armstrong, Sid Mittra 328 Pages, Published 2017 by Sage Publications India ISBN-13: 978-93-86446-63-3, ISBN: 93-86446-63-4 "The book can be used as a supplement to Practicing Financial Planning: For Professionals and CFP® Aspirants (12th Edition) published in 2016 by SAGE Publications." |
 | | New Wealth Management (Chinese Edition) by 哈罗德·埃文斯基, 斯蒂芬 M.霍伦, 托马斯 R.罗宾逊, Harold Evensky, Stephen M. Horan, Thomas R. Robinson Paperback, 353 Pages, Published 2015 by Machinery Industry Press ISBN-13: 978-7-111-47542-2, ISBN: 7-111-47542-9 "目前，对投资组合及资产管理感兴趣的专业人士可得到的资源相当丰富,但对于那些管理私人财富的理财师或处理多个客户投资组合的专业人士而言，可得到的资源却不多。本书延续了前一版的风格，在优化客户资产配置方面，继续为金融理财师提供详细且可操作性强的指导意见。作为特许金融分析师协会投资系列的一部分，本书是为广泛的读者群体设计的。它的读者群里可以有研究生层次的金融专业学生或者投资行业的从业人员，以及介于两者之间的所有人。本书是由哈罗德·埃文斯基连同斯蒂芬·霍伦和托马斯·罗宾逊修订而成，它与以前的版本相比，专业相关性更强，为您提供了与这个重要学科紧密相关的前沿学科信息。财富管理方法在金融世界中是独一无二的，它需要制定独特的方案来满足客户的个人需求。《新财富管理》一书将专家的观点和建议整合到对重要的财富管理问题的探讨中，同时，它也通过清晰、详细的案例，阐述了怎样优先考虑客户的目标而不是投资工具。由于作者们将他们独特的经历和观点带入到了财富管理的研究中，因此本书从中提取了相关的知识、技巧 ..." |
 | | The New Wealth Management The Financial Advisor's Guide to Managing and Investing Client Assets by Harold Evensky, Stephen M. Horan, Thomas R. Robinson Digital, 482 Pages, Published 2011 by John Wiley & Sons ISBN-13: , ISBN: |
 | | Retirement Income Redesigned Master Plans for Distribution an Adviser's Guide for Funding Boomers' Best Years by Harold Evensky, Deena B. Katz Digital, 400 Pages, Published 2010 by John Wiley & Sons ISBN-13: , ISBN: |
 | | Financial Advisors, Including Financial Advisor to the Chief of Staff, Harold Evensky, William Bengen, Dave Ramsey, Marc J. Lane, Arthur Kade, Nizam Yaquby, Mark Curtis (Financial Advisor), Alastair Ross Goobey, Alex Jurshevski, the Salter Group... by Hephaestus Books Staff Paperback, 40 Pages, Published 2011 by Hephaestus Books ISBN-13: 978-1-242-59015-3, ISBN: 1-242-59015-3 |
 | | Harold Evensky Biography ISBN-13: 978-1-976029-35-6, ISBN: 1-976029-35-X |
 | | Think, Act, and Invest Like Warren Buffett The Winning Strategy to Help You Achieve Your Financial and Life Goals: The Winning Strategy to Help You Achieve Your Financial and Life Goals by Larry Swedroe 160 Pages, Published 2014 by Mcgraw Hill Professional ISBN-13: 978-0-07-183327-1, ISBN: 0-07-183327-7 |
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