The New Wealth Management: The Financial Advisor’s Guide to Managing and Investing Client Assets

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Mainstay reference guide for wealth management, newly updated for today’s investment landscape

For over a decade, The New Wealth Management: The Financial Advisor’s Guide to Managing and Investing Client Assets has provided financial planners with detailed, step-by-step guidance on developing an optimal asset allocation policy for their clients. And, it did so without resorting to simplistic model portfolios, such as lifecycle models or black box solutions. Today, while The New Wealth Management still provides a thorough background on investment theories, and includes many ready to use client presentations and questionnaires, the guide is newly updated to meet twenty-first century investment challenges. The book

Includes expert updates from Chartered Financial Analyst (CFA) Institute, in addition to the core text of 1997’s first edition – endorsed by investment luminaries Charles Schwab and John BoglePresents an approach that places achieving client objectives ahead of investment vehiclesApplicable for self-study or classroom use

Now, as in 1997, The New Wealth Management effectively blends investment theory and real world applications. And in today’s new investment landscaped, this update to the classic reference is more important than ever.

ASIN ‏ : ‎ 0470624000
Publisher ‏ : ‎ Wiley; 1st edition (May 3, 2011)
Language ‏ : ‎ English
Hardcover ‏ : ‎ 480 pages
ISBN-10 ‏ : ‎ 9780470624005
ISBN-13 ‏ : ‎ 978-0470624005
Item Weight ‏ : ‎ 2.65 pounds
Dimensions ‏ : ‎ 6.9 x 1.3 x 10.1 inches