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  | | Lifetime Financial Advice Human Capital, Asset Allocation, and Insurance by Roger G. Ibbotson, Contributor-Peng Chen, Moshe A. Milevsky, Kevin X. Zhu Paperback, 104 Pages, Published 2007 by Research Foundation Of Cfa Institute ISBN-13: 978-0-943205-94-6, ISBN: 0-943205-94-8 "In determining asset allocation, individuals must consider more than the risk-return trade-off of financial assets. They must take into account human capital and mortality risk in the earlier life-cycle stages and longevity risk in the later life-cycle stages. The authors show how to integrate these factors into individual investors' asset allocations through a systematic joint analysis of the life insurance a family needs to protect hu ..." |
 | | 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 ..." |
 | | CFA Institute Investment Ser. The New Wealth Management : The Financial Advisor's Guide to Managing and Investing Client Assets 28 by Harold Evensky, Stephen M. Horan, Thomas R. Robinson, Roger Ibbotson Digital, 608 Pages, Published 2011 by John Wiley & Sons ISBN-13: 978-1-118-03690-7, ISBN: 1-118-03690-5 |
 | | 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 ..." |