Skip to Content

Best Books For Wealth Management Study

Best Books For Wealth Management Study

Submitted by • January 20, 2017

The process for developing an effective, optimal asset allocation policy designed to account for each client’s goals as well as constraints, is effectively explained in this book. This book outlines a wealth management program, which begins with client education, risk tolerance evaluation and continues with optimization and finally concludes with implementation, which is done by multiple money managers. The best attribute of this book is that the program outlined herein, is more focused on the client, as opposed to investment

Voted by:
Voted by imarticuslearning

<a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>