| 000 -LEADER |
|---|
| fixed length control field |
01171nam a22001937a 4500 |
| 008 - FIXED-LENGTH DATA ELEMENTS--GENERAL INFORMATION |
|---|
| fixed length control field |
221019b ||||| |||| 00| 0 eng d |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER |
|---|
| International Standard Book Number |
9788126564750 (pbk.) |
| 041 ## - LANGUAGE CODE |
|---|
| Language code of text/sound track or separate title |
English |
| 082 ## - DEWEY DECIMAL CLASSIFICATION NUMBER |
|---|
| Classification number |
332.6 EVE |
| 100 ## - MAIN ENTRY--PERSONAL NAME |
|---|
| Personal name |
Evensky, Harold |
| 245 ## - TITLE STATEMENT |
|---|
| Title |
The new wealth management : |
| Remainder of title |
the financial advisor's guide to managing and investing client assets / |
| Statement of responsibility, etc. |
Harold Evensky, Stephen M. Horan, Thomas R. Robinson |
| 260 ## - PUBLICATION, DISTRIBUTION, ETC. (IMPRINT) |
|---|
| Place of publication, distribution, etc. |
Hoboken, N.J. : |
| Name of publisher, distributor, etc. |
Wiley, |
| Date of publication, distribution, etc. |
2019. |
| 300 ## - PHYSICAL DESCRIPTION |
|---|
| Extent |
xx, 458 p. : |
| Other physical details |
ill. ; |
| Dimensions |
26 cm. |
| 440 ## - SERIES STATEMENT/ADDED ENTRY--TITLE |
|---|
| Title |
CFA Institute investment series |
| 500 ## - GENERAL NOTE |
|---|
| General note |
Revised edition of: Wealth management. c1997 |
| 505 ## - FORMATTED CONTENTS NOTE |
|---|
| Formatted contents note |
The wealth management process<br/>Fiduciary and professional standards<br/>Client goals and constraints<br/>Risk is a four-letter word<br/>Data gathering and analysis<br/>Client education<br/>Mathematics of investing<br/>Investment theory<br/>Asset allocation<br/>Portfolio optimization<br/>Taxes<br/>Retirement planning<br/>Investment policy statement<br/>Portfolio management<br/>Peformance appraisal and evaluation<br/>Selecting investment managers<br/>Philosophy, process, and people |
| 650 ## - SUBJECT ADDED ENTRY--TOPICAL TERM |
|---|
| Topical term or geographic name as entry element |
BUSINESS & ECONOMICS Finance |
| -- |
Conseillers en placements |
| -- |
Financial planners |
| 942 ## - ADDED ENTRY ELEMENTS (KOHA) |
|---|
| Koha item type |
Books |
