Wealth Management: The Financial Advisor's Guide to Investing and Managing Your Client's Assets (The Irwin/Iafp Series in Financial Planning) - Hardcover

Evensky, Harold

 
9780786304783: Wealth Management: The Financial Advisor's Guide to Investing and Managing Your Client's Assets (The Irwin/Iafp Series in Financial Planning)
Hardcover
ISBN 10: 0786304782 ISBN 13: 9780786304783
Publisher: McGraw-Hill Education, 1996

Synopsis

Concerned with the management of assets, this work outlines methods for attracting new clients, managing their expectations and establishing workable investment plans. The book provides financial professionals with the tools and information to run a financial asset management business.Feat ures of the book include: identification of the different approaches to portfolio management; collection of client data including their goals and attitudes toward constraints; measurement of client expectations and risk/reward selection; establishment of an effective investmernt poloicy; and the implementation and management of philosophy, performance and process.

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About the Author

McGraw-Hill authors represent the leading experts in their fields and are dedicated to improving the lives, careers, and interests of readers worldwide

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Publisher
McGraw-Hill Education
Publication date
1996
Language
English
ISBN 10 
0786304782
ISBN 13 
9780786304783
Binding
Hardcover
Number of pages
481