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The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets
Download PDF The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets
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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. 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
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.
Product details
Hardcover: 480 pages
Publisher: Wiley; 1 edition (May 3, 2011)
Language: English
ISBN-10: 9780470624005
ISBN-13: 978-0470624005
ASIN: 0470624000
Product Dimensions:
7.2 x 1.1 x 10.2 inches
Shipping Weight: 2.2 pounds (View shipping rates and policies)
Average Customer Review:
4.5 out of 5 stars
16 customer reviews
Amazon Best Sellers Rank:
#224,317 in Books (See Top 100 in Books)
This is in my mind the most comprehensive and best book in private wealth management. It connects the practice and experience of the pioneers in the industry Harold Evensky,with the best practices of the CFA institute.
I've been in the financial services industry for over 20 years and this is one of the well written and researched books I've read on on wealth management. It's very academic and it's proof points are very powerful. I enjoyed the research based facts and I liked the format of the book. It is written by many people with different styles but the book was very fluid. If you are in the wealth planning industry this book will be very informative and educational. Your clients will appreciate the increased wisdom in your interactions.
As a 30-year CFP veteran and a part-time university instructor, I have searched in vain for many years to find a good text. Look no further, this is finally it! The textbook is appropriate for new financial planners as well as for veterans and university instructors.
Great BOok. purchased for a class. I will keep it for my personal Collection.
The book is great but I purchased new and it came in damaged.like it received a big hit on a corner.
This is a fantastic treatise on the art and science of wealth management. The predecessor of this book in the 1990's was a formative factor in my wealth management philosophy and this book has raised the bar even further. I recommend it for newcomers to the profession. This should be a textbook in all CFP Programs (if it isn't already). I also recommend it to seasoned veterans for continuing education. Every so often it's good to circle the wagons and revisit the assumptions and values that shape our wealth management policy. That sounds like something we would tell our clients...
Great practitioners guide. Perfect for what I was looking for. A good mix of theory and practice with an emphasis on practice.
Required fir class yet text you will want to own for career
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