Description: Wealth Management, The Financial Advisor's Guide to Investing and Managing Client Assets, is written by CPA Harold R. Evensky and endorsed by the IAFP (International Association for Financial Planning). It describes in detail, the process for developing an effective, optimal asset allocation policy designed to account for each client's unique goals and constraints. Financial Planner Evensky outlines a wealth management program that begins with client education and places goal achievement over investment performance. The result is a wealth management program dedicated to the client, instead of the investment.A must have for all financial professionals who are truly dedicated to their clients.
Price: 14.95 USD
Location: West Glover, Vermont
End Time: 2024-09-23T21:06:26.000Z
Shipping Cost: 5.38 USD
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Item Specifics
Restocking Fee: No
Return shipping will be paid by: Buyer
All returns accepted: Returns Accepted
Item must be returned within: 30 Days
Refund will be given as: Money Back
Book Title: Wealth Management: The Financial Advisor's Guide to Investing and
Publication Name: Wealth Management Financial Advisor's Guide
Item Length: 9.1in
Publisher: McGraw-Hill Companies, T.H.E.
Subject: Finance, Management
Publication Year: 1997
Type: Textbook
Format: Hardcover
Language: English
Item Height: 1.7in
ISBN-10: 0786304782
Author: Harold R. Evensky
Features: Dust Jacket
Country/Region of Manufacture: United States
Item Width: 6.1in
Item Weight: 30.4 Oz
Number of Pages: 481 Pages
