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Home > Financial Information Sources > Wealth Management > Wealth Management: The Financial Advisor’s Guide to Investing and Managing Client Assets

Financial Information Sources

Wealth Management: The Financial Advisor’s Guide to Investing and Managing Client Assets

Harold E. Evensky
Chicago, Illinois: McGraw-Hill, 1997
481pp, ISBN: 978-0-7863-0478-3
www.mcgraw-hill.com

This provides applied guidance on wealth management for financial advisors, presenting a thorough overview of current investment theories, and a range of tools and techniques for effective financial planning. It also explores an optimal asset allocation policy that can be tailored to goals and constraints of different clients, and detailed reference material for further study.

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

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Product Description

``Harold's diligent and scholarly approach to investing theory makes Wealth Management a thoughtful book that should be on every advisor's reading list.''--Charles R. Schwab, Chairman & CEO, The Charles Schwab Corporation. Wealth Management outlines the current state-of-the-art in financial planning, and describes respected financial planning speaker and author Harold Evensky's effective, optimal asset allocation policy that is designed to account for each client's unique goals and constraints. It provides you with concise yet thorough information on current investment theories, along with detailed reference for further study.

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