MARC details
| 000 -LEADER |
|---|
| fixed length control field |
02346nam a22003017a 4500 |
| 003 - CONTROL NUMBER IDENTIFIER |
|---|
| control field |
BML |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER |
|---|
| International Standard Book Number |
9788126564750 |
| 082 00 - DEWEY DECIMAL CLASSIFICATION NUMBER |
|---|
| Classification number |
332.6 |
| Item number |
EVE |
| 100 1# - MAIN ENTRY--PERSONAL NAME |
|---|
| Personal name |
Evensky, Harold. |
| 245 14 - TITLE STATEMENT |
|---|
| Title |
New wealth management : |
| Remainder of title |
the financial advisor's guide to managing and investing client assets |
| 260 ## - PUBLICATION, DISTRIBUTION, ETC. (IMPRINT) |
|---|
| Place of publication, distribution, etc |
New Delhi |
| Name of publisher, distributor, etc |
Wiley |
| Date of publication, distribution, etc |
2011 |
| 300 ## - PHYSICAL DESCRIPTION |
|---|
| Extent |
xx, 458 p. : |
| 490 0# - SERIES STATEMENT |
|---|
| Series statement |
CFA Institute investment series |
| 500 ## - GENERAL NOTE |
|---|
| General note |
Rev. ed. of: Wealth management. c1997. |
| 520 ## - SUMMARY, ETC. |
|---|
| Summary, etc. |
"Mainstay reference guide for wealth management, newly updated for today's investment landscape. For over a decade, The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets has provided financial planners with detailed, step-by-step guidance on developing an optimal asset allocation policy for their clients. And, it did so without resorting to simplistic model portfolios, such as lifecycle models or black box solutions. Today, while The New Wealth Management still provides a thorough background on investment theories, and includes many ready to use client presentations and questionnaires, the guide is newly updated to meet twenty-first century investment challenges. The book includes expert updates from Chartered Financial Analyst (CFA) Institute, in addition to the core text of 1997's first edition - endorsed by investment luminaries Charles Schwab and John Bogle. Presents an approach that places achieving client objectives ahead of investment vehicles. Applicable for self-study or classroom use. Now, as in 1997, The New Wealth Management effectively blends investment theory and real world applications. And in today's new investment landscape, this update to the classic reference is more important than ever"-- |
| 650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM |
|---|
| Topical term or geographic name as entry element |
Portfolio management. |
| 650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM |
|---|
| Topical term or geographic name as entry element |
Financial planners. |
| 650 #0 - SUBJECT ADDED ENTRY--TOPICAL TERM |
|---|
| Topical term or geographic name as entry element |
Investment advisors. |
| 650 #7 - SUBJECT ADDED ENTRY--TOPICAL TERM |
|---|
| Topical term or geographic name as entry element |
BUSINESS & ECONOMICS / Finance |
| 700 1# - ADDED ENTRY--PERSONAL NAME |
|---|
| Personal name |
Horan, Stephen Michael. |
| 700 1# - ADDED ENTRY--PERSONAL NAME |
|---|
| Personal name |
Robinson, Thomas R. |
| 700 1# - ADDED ENTRY--PERSONAL NAME |
|---|
| Personal name |
Evensky, Harold. |
| 856 42 - ELECTRONIC LOCATION AND ACCESS |
|---|
| Uniform Resource Identifier |
<a href="http://catalogimages.wiley.com/images/db/jimages/9780470624005.jpg">http://catalogimages.wiley.com/images/db/jimages/9780470624005.jpg</a> |
| 856 42 - ELECTRONIC LOCATION AND ACCESS |
|---|
| Uniform Resource Identifier |
<a href="http://www.loc.gov/catdir/enhancements/fy1106/2010053526-d.html">http://www.loc.gov/catdir/enhancements/fy1106/2010053526-d.html</a> |
| 856 41 - ELECTRONIC LOCATION AND ACCESS |
|---|
| Uniform Resource Identifier |
<a href="http://www.loc.gov/catdir/enhancements/fy1106/2010053526-t.html">http://www.loc.gov/catdir/enhancements/fy1106/2010053526-t.html</a> |
| 856 42 - ELECTRONIC LOCATION AND ACCESS |
|---|
| Uniform Resource Identifier |
<a href="http://www.loc.gov/catdir/enhancements/fy1108/2010053526-b.html">http://www.loc.gov/catdir/enhancements/fy1108/2010053526-b.html</a> |
| 942 ## - ADDED ENTRY ELEMENTS (KOHA) |
|---|
| Source of classification or shelving scheme |
Dewey Decimal Classification |
| Koha item type |
Books |
