The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets (CFA Institute Investment Series)
by Thomas R. Robinson, Harold Evensky, Stephen M. Horan
A guide for financial advisors on managing and investing client assets, offering practical strategies and principles for effective wealth management.
About This Book
This book serves as a practical resource for financial advisors seeking to enhance their wealth management practices.
It covers key principles and strategies for effectively managing and investing client assets.
The content is designed to support professionals in delivering sound financial advice and building client trust.
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