The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets (Record no. 139510)
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| 000 -LEADER | |
|---|---|
| fixed length control field | 01061aam a2200193 4500 |
| 003 - CONTROL NUMBER IDENTIFIER | |
| control field | OSt |
| 005 - DATE AND TIME OF LATEST TRANSACTION | |
| control field | 20240528104852.0 |
| 008 - FIXED-LENGTH DATA ELEMENTS--GENERAL INFORMATION | |
| fixed length control field | 221101b |||||||| |||| 00| 0 eng d |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER | |
| International Standard Book Number | 9788126564750 |
| 040 ## - CATALOGING SOURCE | |
| Transcribing agency | |
| 082 ## - DEWEY DECIMAL CLASSIFICATION NUMBER | |
| Classification number | 332.6 |
| Item number | EVE |
| 100 ## - MAIN ENTRY--PERSONAL NAME | |
| Personal name | Evensky, Harold |
| 9 (RLIN) | 63779 |
| 245 ## - TITLE STATEMENT | |
| Title | The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets |
| 260 ## - PUBLICATION, DISTRIBUTION, ETC. (IMPRINT) | |
| Place of publication, distribution, etc. | New Delhi |
| Name of publisher, distributor, etc. | Wiley |
| Date of publication, distribution, etc. | 2016 |
| 300 ## - PHYSICAL DESCRIPTION | |
| Extent | 458p |
| 500 ## - GENERAL NOTE | |
| General note | 1. The Wealth Management Process <br/>2. Fiduciary and Professional Standards<br/>3. Client Goals and Constraints<br/>4. Risk Is a Four-Letter Word<br/>5. Data Gathering and Analysis<br/>6. Client Education<br/>7. Mathematics of Investing<br/>8. Investment Theory<br/>9. Asset Allocation<br/>10. Portfolio Optimization<br/>11. Taxes<br/>12. Retirement Planning<br/>13. Investment Policy Statement<br/>14. Portfolio Management<br/>15. Performance Appraisal and Evaluation<br/>16. Selecting Investment Managers<br/>17. Philosophy, Process and People |
| 600 ## - SUBJECT ADDED ENTRY--PERSONAL NAME | |
| Personal name | Portfolio Management |
| 9 (RLIN) | 63788 |
| 942 ## - ADDED ENTRY ELEMENTS (KOHA) | |
| Source of classification or shelving scheme | Dewey Decimal Classification |
| Koha item type | Book |
| Call number prefix | 332.6 |
| Call number suffix | EVE |
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