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The New Wealth Management

The Financial Advisor's Guide to Managing and Investing Client Assets de

, ,

Éditeur :

Wiley


Collection :

CFA Institute Investment Series

Paru le : 2011-03-29

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Description
Mainstay reference guide for wealth management, newly updated for today's investment landscape
For over a decade, The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets has provided financial planners with detailed, step-by-step guidance on developing an optimal asset allocation policy for their clients. And, it did so without resorting to simplistic model portfolios, such as lifecycle models or black box solutions. Today, while The New Wealth Management still provides a thorough background on investment theories, and includes many ready to use client presentations and questionnaires, the guide is newly updated to meet twenty-first century investment challenges. The book
Includes expert updates from Chartered Financial Analyst (CFA) Institute, in addition to the core text of 1997's first edition ? endorsed by investment luminaries Charles Schwab and John Bogle Presents an approach that places achieving client objectives ahead of investment vehicles Applicable for self-study or classroom use
Now, as in 1997, The New Wealth Management effectively blends investment theory and real world applications. And in today's new investment landscaped, this update to the classic reference is more important than ever.
Pages
480 pages
Collection
CFA Institute Investment Series
Parution
2011-03-29
Marque
Wiley
EAN papier
9780470624005
EAN PDF
9781118036891
Informations sur l'ebook
Nombre pages copiables
0
Nombre pages imprimables
480
Taille du fichier
5888 Ko
Prix
90,20 €
EAN EPUB
9781118036914
Informations sur l'ebook
Nombre pages copiables
0
Nombre pages imprimables
480
Taille du fichier
7946 Ko
Prix
90,20 €

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