The New Wealth Management

The New Wealth Management
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作者:
出版社: Wiley
2011-05
版次: 1
ISBN: 9780470624005
定价: 820.00
装帧: 精装
开本: 16开
纸张: 胶版纸
页数: 458页
1人买过
  •   For over a decade, The New Wealth Management: The FinancialAdvisor's Guide to Managing and Investing Client Assets hasprovided financial planners with detailed, step-by-step guidance ondeveloping 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, whileThe New Wealth Management still provides a thoroughbackground on investment theories, and includes many ready to useclient presentations and questionnaires, the guide is newly updatedto meet twenty-first century investment challenges. The book   Harold Evensky CFP, is President of Evensky& Katz, a nationally recognized wealth management firm.Acknowledged by Financial Planning, Financial PlanningProfessional, Investment News, and Worth as an industryleader, he served as chair of the TIAA-CREF Institute AdvisoryBoard and is a member of the American Bar Association. In 1999, hewas awarded the Dow Jones Investment Advisor Portfolio ManagementAward for Lifetime Achievement. Acknowledgments.

    Foreword.

    Preface.

    Chapter 1 The Wealth Management Process.

    Chapter 2 Fiduciary and Professional Standards.

    Chapter 3 Client Goals and Constraints

    Chapter 4 Risk Is a Four Letter Word.

    Chapter 5 Data Gathering and Analysis.

    Chapter 6 Client Education.

    Chapter 7 Mathematics of Investing.

    Chapter 8 Investment Theory.

    Chapter 9 Asset Allocation.

    Chapter 10 Portfolio Optimization.

    Chapter 11 Taxes.

    Chapter 12 Retirement Planning.

    Chapter 13 Investment Policy Statement.

    Chapter 14 Portfolio Management.

    Chapter 15 Performance Appraisal and Evaluation.

    Chapter 16 Selecting Investment Managers.

    Chapter 17 Philosophy, Process, and People.

    About the Authors.

    About the CFA Institute Investment Series.

    About the CFA Program.

    Index.
  • 内容简介:
      For over a decade, The New Wealth Management: The FinancialAdvisor's Guide to Managing and Investing Client Assets hasprovided financial planners with detailed, step-by-step guidance ondeveloping 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, whileThe New Wealth Management still provides a thoroughbackground on investment theories, and includes many ready to useclient presentations and questionnaires, the guide is newly updatedto meet twenty-first century investment challenges. The book
  • 作者简介:
      Harold Evensky CFP, is President of Evensky& Katz, a nationally recognized wealth management firm.Acknowledged by Financial Planning, Financial PlanningProfessional, Investment News, and Worth as an industryleader, he served as chair of the TIAA-CREF Institute AdvisoryBoard and is a member of the American Bar Association. In 1999, hewas awarded the Dow Jones Investment Advisor Portfolio ManagementAward for Lifetime Achievement.
  • 目录:
    Acknowledgments.

    Foreword.

    Preface.

    Chapter 1 The Wealth Management Process.

    Chapter 2 Fiduciary and Professional Standards.

    Chapter 3 Client Goals and Constraints

    Chapter 4 Risk Is a Four Letter Word.

    Chapter 5 Data Gathering and Analysis.

    Chapter 6 Client Education.

    Chapter 7 Mathematics of Investing.

    Chapter 8 Investment Theory.

    Chapter 9 Asset Allocation.

    Chapter 10 Portfolio Optimization.

    Chapter 11 Taxes.

    Chapter 12 Retirement Planning.

    Chapter 13 Investment Policy Statement.

    Chapter 14 Portfolio Management.

    Chapter 15 Performance Appraisal and Evaluation.

    Chapter 16 Selecting Investment Managers.

    Chapter 17 Philosophy, Process, and People.

    About the Authors.

    About the CFA Institute Investment Series.

    About the CFA Program.

    Index.
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