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. To...
[PDF.xv76] The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets (CFA Institute Investment Series) Rating: 4.84 (696 Votes)
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You can specify the type of files you want, for your device.The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets (CFA Institute Investment Series) | Harold Evensky, Stephen M. Horan, Thomas R. Robinson. I have read it a couple of times and even shared with my family members. Really good. Couldnt put it down.
