Evensky, Harold
The new wealth management : the financial advisor's guide to managing and investing client assets / Harold Evensky, Stephen M. Horan, Thomas R. Robinson - Hoboken, N.J. : Wiley, 2019. - xx, 458 p. : ill. ; 26 cm. - CFA Institute investment series .
Revised edition of: Wealth management. c1997
The wealth management process
Fiduciary and professional standards
Client goals and constraints
Risk is a four-letter word
Data gathering and analysis
Client education
Mathematics of investing
Investment theory
Asset allocation
Portfolio optimization
Taxes
Retirement planning
Investment policy statement
Portfolio management
Peformance appraisal and evaluation
Selecting investment managers
Philosophy, process, and people
9788126564750 (pbk.)
BUSINESS & ECONOMICS Finance
Conseillers en placements
Financial planners
332.6 EVE
The new wealth management : the financial advisor's guide to managing and investing client assets / Harold Evensky, Stephen M. Horan, Thomas R. Robinson - Hoboken, N.J. : Wiley, 2019. - xx, 458 p. : ill. ; 26 cm. - CFA Institute investment series .
Revised edition of: Wealth management. c1997
The wealth management process
Fiduciary and professional standards
Client goals and constraints
Risk is a four-letter word
Data gathering and analysis
Client education
Mathematics of investing
Investment theory
Asset allocation
Portfolio optimization
Taxes
Retirement planning
Investment policy statement
Portfolio management
Peformance appraisal and evaluation
Selecting investment managers
Philosophy, process, and people
9788126564750 (pbk.)
BUSINESS & ECONOMICS Finance
Conseillers en placements
Financial planners
332.6 EVE
