Wealth Management: The Financial Advisor's Guide to Investing and Managing Your Client's Assets
Author: Harold R. Evensky
List Price: $55.00
Our Price: Click to see the latest and low price
ISBN: 0786304782
Publisher: McGraw-Hill Trade (01 August, 1996)
Sales Rank: 4,960
Average Customer Rating: 5 out of 5
Customer Reviews
Rating: 5 out of 5
A Great Treatise on Wealth Management
Mr. Evensky's book has had a profound impact on my wealth management philosophy. He is very effective in blending the broad scope of investment management theory with "real world", practical application. I found it particularly useful because it is not a book written by an academic who has never sat across the table from a client and held their hand through the good times and the tough. This is a must read for any serious manager of wealth.A. Todd Black, CFP
Rating: 5 out of 5
Excellent mixture of practical advice and theory
I had expected a typical fluff, despite Evensky's fine reputation. I has very surprised at this mixture of practical advice and theory. Pointers are given to other sources for those more theoretically inclined. Some of the practical advice (software recommendations and such) won't age as gracefully as the text itself, these packages will become obsolete before the book. Nevertheless, I'd highly recommend it for anyone who is looking to understand the basics of risk/reward, the importance of asset allocation, and the theoretical material that led to these ideas.
Rating: 5 out of 5
A must read for all investment advisors!
Harold generously shares his knowledge, not only in solid investment thought, but in practical application. If you've ever wanted to know how to practically apply investment research to your own portfolios, this is the book that will do it Similar Products
Attract and Retain the Affluent Investor: Winning Tactics for Today's Financial Advisor
Deena Katz's Tools and Templates for Your Practice: For Financial Advisors, Planners, and Wealth Managers
Deena Katz on Practice Management: For Financial Advisers, Planners, and Wealth Managers
The Wealth Management Index: The Financial Advisor's System for Assessing & Managing Your Client's Plans & Goals
Asset Allocation: Balancing Financial Risk
Book Index