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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 History of Financial Planning(1st Edition)
The Transformation of Financial Services (Wiley Finance)
by H. Oliver Welch , E. Denby Brandon , Marvin W. Tuttle
Hardcover, 328 Pages, Published 2009 by Wiley
ISBN-13: 978-0-470-18074-7, ISBN: 0-470-18074-9

All Authors

Thomas Robinson

Roger Ibbotson

Harold Evensky Cfp

Stephen Horan