The new wealth management : the financial advisor's guide to managing and investing client assets / Harold Evensky, Stephen M. Horan, Thomas R. Robinson
By: Evensky, Harold
Material type:
TextLanguage: English Series: CFA Institute investment seriesPublisher: Hoboken, N.J. : Wiley, 2019Description: xx, 458 p. : ill. ; 26 cmISBN: 9788126564750 (pbk.)Subject(s): BUSINESS & ECONOMICS Finance Conseillers en placements Financial plannersDDC classification: 332.6 EVE | Item type | Current location | Call number | Status | Date due | Barcode |
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WeSchool, Bangalore | 332.6 EVE (Browse shelf) | Available | B014683 | |
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WeSchool, Bangalore | 332.6 EVE (Browse shelf) | Available | B014684 | |
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WeSchool, Bangalore | 332.6 EVE (Browse shelf) | Available | B014685 | |
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WeSchool, Bangalore | 332.6 EVE (Browse shelf) | Available | B014686 | |
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WeSchool, Bangalore | 332.6 EVE (Browse shelf) | Available | B014687 |
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
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