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The Investment Think Tank: Theory, Strategy, And Practice For Advisers (Bloomberg Professional) - Hardcover

 
9781576601655: The Investment Think Tank: Theory, Strategy, And Practice For Advisers (Bloomberg Professional)

Inhaltsangabe

- Among the thought leaders contributing to the book are:
- Ross Levin, nationally known adviser and author of The Wealth Management Index, on monitoring success in helping clients reach their goals
- William Reichenstein, professor of finance, insurance, and real estate at Baylor University, on asset allocation
- Don Phillips, managing director of Morningstar, Inc., on constructing a portfolio of mutual funds
- Roger Ibbotson, founder and chairman of Ibbotson Associates and finance professor at Yale School of Management, on controlling risk in a retirement portfolio--and many more.
- Audience: Professionals who advise retail and institutional investors
- The biggest names, the biggest ideas in investment management, together in one book
- The media constantly call upon co-editors Evensky and Katz

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Über die Autorin bzw. den Autor

Harold Evensky is chairman of Evensky & Katz, a financial-advisory firm in Coral Gables, Florida. Deena B. Katz is president. Their innovation and skill have earned them the loyalty of clients; their daring and dedication have won them the respect of their peers. Evensky is the author of Wealth Management: The Financial Advisor’s Guide to Investing and Managing Client Assets; Katz is the author of Deena Katz on Practice Management and Deena Katz’s Tools and Templates for Your Practice. Together they’ve also coedited Retirement Income Redesigned. Both are featured speakers at national and international investment-management and financial-planning conferences, and both are published widely and quoted extensively in financial journals and in newspapers.

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