New Wealth Management: The Financial Advisor's Guide To Managing And Investing Client Assets (Cfa Institute Investment Series)
by Stephen M. Horan Et All Harold Evensky
New Wealth Management is a professional guide for financial advisors who manage and invest client assets. As part of the CFA Institute Investment Series, it offers a focused resource on wealth management and the responsibilities involved in serving investment clients.
About This Book
New Wealth Management presents a guide for financial advisors focused on managing and investing client assets.
Part of the CFA Institute Investment Series, the book addresses wealth management from a professional advisory perspective.
It is designed for readers seeking a focused resource on client asset management and investment decision-making.
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