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008			170118b xxu||||| |||| 00| 0 eng d
020			_a9788126564750
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245			_aThe new wealth management : _bthe financial advisors guide to managing and investing client assets _cHarold Evensky; Stephen M Horan; and Thomas R Robinson
260			_bWiley India Pvt. Ltd. _aNew Delhi _c2011
300			_axx, 458 p. _bPaper
505			_a Acknowledgments Foreword Preface Chapter 1 The Wealth Management Process Chapter 2 Fiduciary and Professional Standards Chapter 3 Client Goals and Constraints Chapter 4 Risk Is a Four-Letter Word Chapter 5 Data Gathering and Analysis Chapter 6 Client Education Chapter 7 Mathematics of Investing Chapter 8 Investment Theory Chapter 9 Asset Allocation Chapter 10 Portfolio Optimization Chapter 11 Taxes Chapter 12 Retirement Planning Chapter 13 Investment Policy Statement Chapter 14 Portfolio Management Chapter 15 Performance Appraisal and Evaluation Chapter 16 Selecting Investment Managers Chapter 17 Philosophy, Process and People About the Authors About the CFA Institute Investment Series About the CFA Program Index
520			_a 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.
650			_2Portfolio management.
650			_aFinancial planners. _925773
650			_aInvestment advisors. _925774
942			_2ddc _cBK
999			_c44496 _d44496