TY - BOOK AU - Evensky, Harold TI - The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets SN - 9788126564750 U1 - 332.6 PY - 2016/// CY - New Delhi PB - Wiley KW - Portfolio Management N1 - 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 ER -