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Private Wealth: Wealth Management In Practice (CFA Institute Investment Perspectives) by Stephen M. Horan CFA is a nonfiction available to read on EtoBox.

What is Private Wealth: Wealth Management In Practice (CFA Institute Investment Perspectives) about?

An in-depth examination of today's most important wealth management issues Managing the assets of high-net-worth individuals has become a core business specialty for investment and financial advisors worldwide. Keeping abreast of the latest research in this field is paramount. That's why Private Wealth, the inaugural offering in the CFA Institute Investment Perspectives series has been created. As a sister series to the globally successful CFA Institute Investment Series, CFA Institute and John Wiley are proud to offer this new collection. Private Wealth presents the latest information on lifecycle modeling, asset allocation, investment management for taxable private investors, and much more. Researched and written by leading academics and practitioners, including Roger Ibbotson of Yale University and Zvi Bodie of Boston University, this volume covers human capital and mortality risk in life cycle stages and proposes a life-cycle model for life transitions. It also addresses complex tax matters and provides details on customizing investment theory applications to the taxable investor. Finally, this reliable resource analyzes the use of tax-deferred investment accounts as a means fo

Who reads Private Wealth: Wealth Management In Practice (CFA Institute Investment Perspectives)?

Author

Stephen M. Horan CFA

Publisher

John Wiley & Sons, Incorporated

Published

2009

Language

EN

ISBN

9780470423783

Category

nonfiction

Subjects

Finance, Economics, Business

Updated

2026-03-24