| 000 | 01171nam a22001937a 4500 | ||
|---|---|---|---|
| 008 | 221019b ||||| |||| 00| 0 eng d | ||
| 020 | _a9788126564750 (pbk.) | ||
| 041 | _aEnglish | ||
| 082 | _a332.6 EVE | ||
| 100 | _aEvensky, Harold | ||
| 245 |
_aThe new wealth management : _bthe financial advisor's guide to managing and investing client assets / _cHarold Evensky, Stephen M. Horan, Thomas R. Robinson |
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| 260 |
_aHoboken, N.J. : _bWiley, _c2019. |
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| 300 |
_axx, 458 p. : _bill. ; _c26 cm. |
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| 440 | _aCFA Institute investment series | ||
| 500 | _aRevised edition of: Wealth management. c1997 | ||
| 505 | _aThe 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 | ||
| 650 |
_aBUSINESS & ECONOMICS Finance _aConseillers en placements _aFinancial planners |
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| 942 | _c1 | ||
| 999 |
_c15304 _d15304 |
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