The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets
暫譯: 新財富管理：財務顧問管理與投資客戶資產的指南
Evensky, Harold, Horan, Stephen M., Robinson, Thomas R.
- 出版商: Wiley
- 出版日期: 2011-05-03
- 售價: $3,500
- 貴賓價: 9.5 折 $3,325
- 語言: 英文
- 頁數: 480
- 裝訂: Hardcover - also called cloth, retail trade, or trade
- ISBN: 0470624000
- ISBN-13: 9780470624005
海外代購書籍(需單獨結帳)
相關主題
商品描述
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 The New Wealth Management still provides a thorough background on investment theories, and includes many ready to use client presentations and questionnaires, the guide is newly updated to meet twenty-first century investment challenges. The book
- Includes expert updates from Chartered Financial Analyst (CFA) Institute, in addition to the core text of 1997's first edition Â- endorsed by investment luminaries Charles Schwab and John Bogle
- Presents an approach that places achieving client objectives ahead of investment vehicles
- Applicable for self-study or classroom use
Now, as in 1997, The New Wealth Management effectively blends investment theory and real world applications. And in today's new investment landscaped, this update to the classic reference is more important than ever.
商品描述(中文翻譯)
財富管理的主要參考指南，針對當前投資環境進行了全新更新
在過去十多年中，The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets 為財務規劃師提供了詳細的逐步指導，幫助他們為客戶制定最佳的資產配置政策。而且，它並未依賴於簡化的模型投資組合，例如生命周期模型或黑箱解決方案。如今，雖然 The New Wealth Management 仍然提供有關投資理論的全面背景，並包含許多可立即使用的客戶簡報和問卷，但該指南已全新更新，以應對21世紀的投資挑戰。這本書
- 包含來自特許金融分析師（CFA）協會的專家更新，除了1997年第一版的核心文本外，該版本得到了投資界名人查爾斯·施瓦布（Charles Schwab）和約翰·博格（John Bogle）的認可
- 提出了一種將實現客戶目標置於投資工具之上的方法
- 適用於自學或課堂使用
現在，與1997年一樣，The New Wealth Management 有效地融合了投資理論和現實世界的應用。在當今新的投資環境中，這一經典參考的更新比以往任何時候都更為重要。
作者簡介
HAROLD EVENSKY, CFP, is President of Evensky & Katz, a nationally recognized wealth management firm. Acknowledged by Financial Planning, Financial Planning Professional, Investment News, and Worth as an industry leader, he served as chair of the TIAA-CREF Institute Advisory Board and is a member of the American Bar Association. In 1999, he was awarded the Dow Jones Investment Advisor Portfolio Management Award for Lifetime Achievement.
STEPHEN M. HORAN, PHD, CFA, manages professional education and private wealth management content for CFA Institute members. He has served as both an editorial board member and abstractor for the CFA Digest and as an ad-hoc reviewer for the Financial Analysts Journal. He holds a PhD in finance, publishes frequently in academic and professional journals, and has authored several books. Prior to joining the CFA Institute, he was a professor of finance at St. Bonaventure University and principal of Alesco Advisors LLC.
THOMAS R. ROBINSON, CFA, CFP, is Managing Director in the Education Division of the CFA Institute, where he leads and develops the teams responsible for producing and delivering educational content and examinations to candidates, members, and other investment professionals, including those affiliated with the CFA Program, CIPM Program, and Lifelong Learning.
作者簡介(中文翻譯)
哈羅德·伊文斯基 (HAROLD EVENSKY), CFP, 是 Evensky & Katz 的總裁，這是一家全國知名的財富管理公司。他被 Financial Planning, Financial Planning Professional, Investment News, 和 Worth 認可為行業領袖，曾擔任 TIAA-CREF Institute 諮詢委員會主席，並且是美國律師協會的成員。1999 年，他因終身成就獲得道瓊斯投資顧問投資組合管理獎。
史蒂芬·M·霍蘭 (STEPHEN M. HORAN), PHD, CFA, 負責 CFA Institute 會員的專業教育和私人財富管理內容。他曾擔任 CFA Digest 的編輯委員會成員和摘要撰寫者，並擔任 Financial Analysts Journal 的臨時審稿人。他擁有金融學博士學位，經常在學術和專業期刊上發表文章，並著有多本書籍。在加入 CFA Institute 之前，他曾是聖博納文特大學的金融學教授及 Alesco Advisors LLC 的負責人。
托馬斯·R·羅賓森 (THOMAS R. ROBINSON), CFA, CFP, 是 CFA Institute 教育部的常務董事，負責領導和發展團隊，為候選人、會員及其他投資專業人士（包括與 CFA 計劃、CIPM 計劃和終身學習相關的人士）製作和提供教育內容及考試。
