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

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ISBN-10: 0470624000

ISBN-13: 9780470624005

Edition: 2011

Authors: Harold Evensky, Stephen M. Horan, Thomas R. Robinson, Roger Ibbotson

List price: $80.00
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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 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…    
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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: 6.90" wide x 10.10" long x 1.30" tall
Weight: 2.552
Language: English

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