Deena B. Katz, CFP, a preeminent authority on practice management and an internationally recognized financial adviser, presents a comprehensive guide to running a professional financial planning practice. To create this book, Katz updated, revised, and combined her two acclaimed books Deena Katz on Practice Management (1999) and Deena Katz’s Tools and Templates for Your Practice (2001). In this newly…

Clients nearing retirement have some significant challenges to face. And so do their advisers. They can expect to live far longer after they retire. And the problems they expect their advisers to solve are far more complex. The traditional sources of retirement income may be shriveling, but boomers don’t intend to downsize their plans. Instead,…

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…

Harold’s diligent and scholarly approach to investing theory makes Wealth Management a thoughtful book that should be on every advisor’s reading list.”–Charles R. Schwab, Chairman & CEO, The Charles Schwab Corporation. Wealth Management outlines the current state-of-the-art in financial planning, and describes respected financial planning speaker and author Harold Evensky’s effective, optimal asset allocation policy…