Thomas R. Robinson

The New Wealth Management

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

Ebook (PDF Format)

Resources for professionals interested in portfolio and asset management abound, but not much is available for those managing private wealth or handling the portfolios of multiple clients. Now in its second edition, The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets continues to remedy this by providing a comprehensive reference for financial planners with detailed and accessible guidance on developing optimal asset allocation policies for clients. As part of the CFA Institute Investment Series, the book is designed for a wide array of readers, ranging from graduate-level students focused on finan… Mehr

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Produktdetails

Weitere Autoren: Horan, Stephen M. / Evensky, Harold / Ibbotson, Roger (Vorb.)

ISBN: 978-1-118-03689-1
EAN: 9781118036891
Produktnummer: 13847669
Verlag: Wiley
Sprache: Englisch
Erscheinungsjahr: 2011
Seitenangabe: 480 S.
Plattform: PDF
Masse: 5'893 KB

Über den Autor

HAROLD EVENSKY, CFP, is President of Evensky & Katz, a nationally recognized wealth management firm. Acknowledged by Financial Planning, Financial Planning Professional, Investment News, and Worth as an industry leader, he served as chair of the TIAA-CREF Institute Advisory Board and is a member of the American Bar Association. In 1999, he was awarded the Dow Jones Investment Advisor Portfolio Management Award for Lifetime Achievement. STEPHEN M. HORAN, PHD, CFA, manages professional education and private wealth management content for CFA Institute members. He has served as both an editorial board member and abstractor for the CFA Digest and as an ad-hoc reviewer for the Financial Analysts Journal. He holds a PhD in finance, publishes frequently in academic and professional journals, and has authored several books. Prior to joining the CFA Institute, he was a professor of finance at St. Bonaventure University and principal of Alesco Advisors LLC. THOMAS R. ROBINSON, CFA, CFP, is Managing Director in the Education Division of the CFA Institute, where he leads and develops the teams responsible for producing and delivering educational content and examinations to candidates, members, and other investment professionals, including those affiliated with the CFA Program, CIPM Program, and Lifelong Learning.