The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets
Evensky, Harold
The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets - New Delhi Wiley 2016 - 458p
1. The Wealth Management Process
2. Fiduciary and Professional Standards
3. Client Goals and Constraints
4. Risk Is a Four-Letter Word
5. Data Gathering and Analysis
6. Client Education
7. Mathematics of Investing
8. Investment Theory
9. Asset Allocation
10. Portfolio Optimization
11. Taxes
12. Retirement Planning
13. Investment Policy Statement
14. Portfolio Management
15. Performance Appraisal and Evaluation
16. Selecting Investment Managers
17. Philosophy, Process and People
9788126564750
Portfolio Management
332.6 / EVE
The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets - New Delhi Wiley 2016 - 458p
1. The Wealth Management Process
2. Fiduciary and Professional Standards
3. Client Goals and Constraints
4. Risk Is a Four-Letter Word
5. Data Gathering and Analysis
6. Client Education
7. Mathematics of Investing
8. Investment Theory
9. Asset Allocation
10. Portfolio Optimization
11. Taxes
12. Retirement Planning
13. Investment Policy Statement
14. Portfolio Management
15. Performance Appraisal and Evaluation
16. Selecting Investment Managers
17. Philosophy, Process and People
9788126564750
Portfolio Management
332.6 / EVE