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Harold Evensky CFP 作者

Wiley

译者

2011-5 出版日期

458 页数

USD 95.00 价格

Hardcover

丛书系列

9780470624005 图书编码

The New Wealth Management 在线电子书图书标签: 财富管理英文原版投资理财

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The New Wealth Management 在线电子书 epub 下载 mobi 下载 pdf 下载 txt 下载 2024

The New Wealth Management 在线电子书 pdf 下载 txt下载 epub 下载 mobi 下载 2024

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六星好书，但读得非常吃力，作者太inclusively professional了...再加每日怒刷markets，应该作为wealth management的首席参考书。CFA出版的书目前看质量都非常好。

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The New Wealth Management 在线电子书 pdf 下载 txt下载 epub 下载 mobi 在线电子书下载

The New Wealth Management 在线电子书图书描述

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.

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