TY  - BOOK
AU  - Evensky, Harold
TI  - The new wealth management : : the financial advisor's guide to managing and investing client assets 
SN  - 9788126564750 (pbk.)
U1  - 332.6 EVE 
PY  - 2019///
CY  - Hoboken, N.J.
PB  - Wiley, 
KW  - BUSINESS & ECONOMICS Finance
KW  - Conseillers en placements
KW  - Financial planners
N1  - 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
ER  -