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The New Wealth Management The Financial Advisor's Guide to Managing and Investing Client Assets

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   Author: Baturi   |   04 January 2023   |   : 0

Harold Evensky, "The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets"
English | ISBN: 0470624000 | 2011 | 480 pages | EPUB | 8 MB
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
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