New Wealth Management Financial Advisors Guide to Managing and Investing Client Assets [CFA Institute Investment Series] by Evensky CFP, Harold, Horan, Stephen M., Robinson CFA, Thomas [Wiley,2011] [Hardcover]

by Harold R. Evensky

The New Wealth Management The Financial Advisors Guide to Managing and Investing Client Assets by Evensky CFP, Harold, Horan, Stephen M., Robinson CFA, Thomas. Published by Wiley,2011, Hardcover

Genres: Finance, Business

Hardcover

First published March 29, 2011

Reviews

[Mr Hưng · Rating 4 out of 5]

Sách hay nhưng hơi học thuật hàn lâm quá, nên đọc hoài không thấy thấm.

[Andrei Savu · Rating 3 out of 5]

I wish I would find a version of this book that talks about some of the latest innovations in wealth management (e.g. Wealthfront, Upstart etc.). We live in a much more digital world and things are somehow different from what they used to be 15-20 years ago.