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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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