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

Evensky, Harold

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.

EAN

9780786304783

Publisher

Irwin Professional Publishing

Published

1 September 1996

Pages

481