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

ISBN-10: 0470624000
ISBN-13: 9780470624005
Edition: 2011
List price: $80.00 Buy it from $32.97
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Description: Mainstay reference guide for wealth management, newly updated for today's investment landscapeFor over a decade, The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets has provided financial planners with  More...

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Book details

List price: $80.00
Copyright year: 2011
Publisher: John Wiley & Sons, Limited
Publication date: 5/20/2011
Binding: Hardcover
Pages: 480
Size: 7.25" wide x 10.00" long x 1.25" tall
Weight: 2.728
Language: English

Mainstay reference guide for wealth management, newly updated for today's investment landscapeFor 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 useNow, 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.

Harold Evensky is chairman of Evensky & Katz, a financial-advisory firm in Coral Gables, Florida. He is the author of Wealth Management: The Financial Advisor's Guide to Investing and Managing Client Assets and coedited The Investment Think Tank. He is a featured speakers at national and international investment-management and financial-planning conferences, and is published widely and quoted extensively in financial journals and in newspapers.

Acknowledgments
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
About the Authors
About the CFA Institute Investment Series
About the CFA Program
Index

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