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

  • 10h 27m
  • Harold Evensky, Stephen M. Horan, Thomas R. Robinson
  • John Wiley & Sons (US)
  • 2011

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 Bogle
  • Presents an approach that places achieving client objectives ahead of investment vehicles
  • Applicable 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.

In this Book

  • The New Wealth Management—The Financial Advisor’s Guide to Managing and Investing Client Assets
  • Foreword
  • Preface
  • The Wealth Management Process
  • Fiduciary and Professional Standards
  • Client Goals and Constraints
  • Risk is a Four-Letter Word
  • Data Gathering and Analysis
  • Client Education
  • Mathematics of Investing
  • Investment Theory
  • Asset Allocation
  • Portfolio Optimization
  • Taxes
  • Retirement Planning
  • Investment Policy Statement
  • Portfolio Management
  • Performance Appraisal and Evaluation
  • Selecting Investment Managers
  • Philosophy, Process, and People
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