This specific ISBN edition is currently not available.View all copies of this ISBN edition:
Mainstay reference guide for wealth management, newly updated fortoday's investment landscape
For over a decade, The New Wealth Management: The FinancialAdvisor's Guide to Managing and Investing Client Assets hasprovided financial planners with detailed, step-by-step guidance ondeveloping 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, whileThe New Wealth Management still provides a thoroughbackground on investment theories, and includes many ready to useclient presentations and questionnaires, the guide is newly updatedto meet twenty-first century investment challenges. The book
Now, as in 1997, The New Wealth Management effectivelyblends investment theory and real world applications. And intoday's new investment landscaped, this update to the classicreference is more important than ever.
"synopsis" may belong to another edition of this title.
PRAISE FOR The new wealth management
"The business of wealth management is about more than exercisingfiduciary responsibility over client funds. The New WealthManagement explains the importance of working to achieve clientobjectives beyond simply managing their money. This book is anadvisor's road map to building and maintaining client wealth andwell-being."
—Meir Statman, Glenn Klimek Professor of Finance,Santa Clara University, author of What Investors ReallyWant
"The wealth management industry is a work-in-progress. It isthus fitting that, once in a while, insightful authors take thetime to collate the state of the current wisdom and create a booksuch as The New Wealth Management. It should be requiredreading for anyone practicing the trade, and many clients mightalso benefit. It is comprehensive, clear, and well written. It ishard to think of one good reason not to have this book by one'sside, as the handbook to which one turns when faced with achallenge."
—Jean Brunel, Managing Principal, BrunelAssociates
"The New Wealth Management is a masterpiece. Even themost experienced financial advisor has much to gain from thiscomprehensive, practitioner-focused manual. The well-crafted essayscovering the most important issues for today's wealth managersintegrate the essential parts of the wealth management process. Ihighly recommend this outstanding book."
—Michael Pompian, CFA, CFP, Director, Private WealthPractice, Hammond Associates, author, Behavioral Finance andWealth Management
"Since Wealth Management was first published in 1997, ithas been the authoritative guide for the wealth managementprofession. The New Wealth Management is a more than worthysuccessor—comprehensive, accessible, and written specificallyfor practitioners. No one who takes their practice and theirprofession seriously should be without it. It is the definitive'how to' reference book for wealth managers."
—Scott Welch, CIMA, Senior Managing Director,Investment Research & Strategy, Fortigent, LLC
"Advisors working with investors of all types must not only haveexpertise, they must view the services they deliver through theeyes of the client. They must open broader conversations withinvestors about risk, investment acumen, and psychological biases.Through practical and situational application, this book guidesadvisors significantly in that direction. It is an excellentportfolio management resource which belongs in every advisor'slibrary."
—Lisa Gray, Managing Member, Graymatter Strategies,LLC, author of The New Family Office and Generational WealthManagement
Resources for professionals interested in portfolio and assetmanagement abound, but not much is available for those managingprivate wealth or handling the portfolios of multiple clients. Nowin its second edition, The New Wealth Management: The FinancialAdvisor's Guide to Managing and Investing Client Assetscontinues to remedy this by providing a comprehensive reference forfinancial planners with detailed and accessible guidance ondeveloping optimal asset allocation policies for clients.
As part of the CFA Institute Investment Series, the book isdesigned for a wide array of readers, ranging from graduate-levelstudents focused on finance to practicing investment professionals,and everyone in between.
More relevant than ever before, this newly revised edition byHarold Evensky, along with Stephen Horan and Thomas Robinson,provides you with the most up-to-date information associated withthis important discipline.
Requiring customized solutions that address clients' individualneeds, the wealth management approach is unique in the world offinance. Bringing together in-depth writings on the most importantwealth management issues with expert opinions and recommendations,The New Wealth Management contains clear, example-drivencoverage about how to place client objectives ahead of investmentvehicles.
With the authors bringing their own unique experiences andperspectives to the study of wealth management, this book distillsthe knowledge, skills, and abilities you need to succeed in today'sdynamic financial environment. Filled with in-depth insights andpractical advice, The New Wealth Management is requiredreading for anyone interested in managing private wealth.
"About this title" may belong to another edition of this title.
Book Description Softcover. Condition: New. 1st edition. Brand NEW, Paperback International Edition. Black & White or color, Cover and ISBN may be different but similar contents as US editions. Standard delivery takes 5-9 business days by USPS/DHL with tracking number. Choose expedited shipping for superfast delivery 3-5 business days by UPS/DHL/FEDEX. We also ship to PO Box addresses but by Standard delivery and shipping charges will be extra. International Edition Textbooks may bear a label -Not for sale in the U.S. or Canada- etc. printed only to discourage U.S. students from obtaining an affordable copy. Legal to use despite any disclaimer on cover as per US court. No access code or CD included unless specified. In some instances, the international textbooks may have different exercises at the end of the chapters. Printed in English. We may ship the books from multiple warehouses across the globe, including India depending upon the availability of inventory storage. In case of orders from Europe, custom charges may comply by the relevant government authority and we are not liable for it. 100% Customer satisfaction guaranteed! Please feel free to contact us for any queries. Seller Inventory # AB_US_1563676
Book Description Wiley. Hardcover. Condition: New. 0470624000 Paperback. Book Condition: New. This is an International Edition. Brand new. Seller Inventory # INDMKT-9788126564750
Book Description Paperback. Condition: NEW. International Edition, Paperback, Brand New, ISBN and Cover image may differ but contents similar to U.S. Edition, Printed in Black & White. End Chapter Exercises may differ. No CD/Access code. Legal to use despite any disclaimer, We ship to PO , APO and FPO adresses in U.S.A .Choose Expedited Shipping for FASTER DELIVERY.Customer Satisfaction Guaranteed. Seller Inventory # US_9788126564750
Book Description 2016. Soft cover. Condition: New. International Edition. Book cover and ISBN different from US edition. Territorial Restrictions maybe printed on the book. This is an international edition. Seller Inventory # 495351
Book Description Condition: Brand New. Brand New Paperback International Edition, Perfect Condition. Printed in English. Excellent Quality, Service and customer satisfaction guaranteed!. Seller Inventory # AINDN-68636
Book Description Condition: New. New. International edition. Different ISBN and Cover image but contents are same as US edition. Perfect condition. Customer satisfaction our priority. Seller Inventory # ABE-OCT-93100
Book Description Condition: Brand New. New. SoftCover International edition. Different ISBN and Cover image but contents are same as US edition. Customer Satisfaction guaranteed!!. Seller Inventory # SHUB93100
Book Description Condition: Brand New. New, SoftCover International edition. Different ISBN and Cover image but contents are same as US edition. Excellent Customer Service. Seller Inventory # ABEUSAOCT18-93100
Book Description Condition: New. Brand New Paperback International Edition.We Ship to PO BOX Address also. EXPEDITED shipping option also available for faster delivery.This item may ship fro the US or other locations in India depending on your location and availability. Seller Inventory # AUNEW-68636
Book Description Softcover. Condition: Brand New. .. International Edition, ISBN and Cover image may differ but contents similar to U.S. Edition, Printed in Black & White or color. Territorial restrictions may be printed on the book. GET IT FAST within 3-5 business days by DHL/FedEx/Aramex and tracking number will be uploaded into your order page within 24-48 hours. Kindly provide day time phone number in order to ensure smooth delivery. No shipping to PO BOX, APO, FPO addresses. 100% Customer satisfaction guaranteed!. . Seller Inventory # STB105310