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

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9780470624005: The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets
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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

  • 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 JohnBogle
  • Presents an approach that places achieving client objectivesahead of investment vehicles
  • Applicable for self-study or classroom use

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.

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From the Back Cover:

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

From the Inside Flap:

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.

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