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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 ..."






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






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 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

All Authors

Harold Evensky

Thomas Robinson

Roger Ibbotson

Stephen Horan

Cfa Institute

Deena Katz

Cfp Harold Evensky


All Bindings

Hardcover

Unknown


All Editions

1st Edition

Updated


All Years

2015

2011

2004

1997