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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 ..."






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 ..."






Managing Concentrated Stock Wealth(2nd Edition)
An Advisor's Guide to Building Customized Solutions (Bloomberg Financial)
by Tim Kochis, Michael J. Lewis
Hardcover, 240 Pages, Published 2016 by Bloomberg Press
ISBN-13: 978-1-119-13158-8, ISBN: 1-119-13158-8






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






Dynamic Asset Allocation(1st Edition)
Modern Portfolio Theory Updated for the Smart Investor
by James Picerno
Hardcover, 256 Pages, Published 2010 by Bloomberg Press
ISBN-13: 978-1-57660-359-8, ISBN: 1-57660-359-8






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

All Authors

Harold Evensky Cfp

Harold Evensky

Thomas Robinson

Roger Ibbotson

Stephen Horan

Harold Evenskyharold Evensky

Evensky Katz

Deena Katz

Tim Kochis

Michael Lewis


All Editions

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All Years

2016

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2004

1997