The New Wealth Management
The Financial Advisor's Guide to Managing and Investing Client Assets
Wiley · Print & ebook · May 3, 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.
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- Who it’s for
- A financial-advisor guide to investment theory, client objectives, and asset-allocation policy.
- Genres
- Wealth Management, Portfolio Management, Investing (Personal)
- Published
- Wiley, May 3, 2011
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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.
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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.
Client Asset Allocation
A financial-advisor guide to investment theory, client objectives, and asset-allocation policy.
Come here for
- Step-by-step guidance on developing client asset-allocation policies
- Background on investment theories
Expect
- Ready-to-use client presentations
- Client questionnaires
Where it sits
| Wealth Management | 98% |
|---|---|
| Portfolio Management | 66% |
| Investing (Personal) | 28% |
Percentages are BookFrontier’s reading of the book.
Publisher categories
- Wealth Management
- Authors
- Harold Evensky, Stephen M. Horan, Thomas R. Robinson
- Publisher
- Wiley
- Published
- May 3, 2011
- Format
- Print & ebook
- Reading lane
- Wealth Management