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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 ..." |
 | | 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 ..." |
 | | 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 retiredâas well as what they require of financial ad ..." |