The New Wealth Management

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

Business & Finance, Finance & Investing, Finance
Cover of the book The New Wealth Management by Stephen M. Horan, Thomas R. Robinson, Harold Evensky, Wiley
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Author: Stephen M. Horan, Thomas R. Robinson, Harold Evensky ISBN: 9781118036914
Publisher: Wiley Publication: March 29, 2011
Imprint: Wiley Language: English
Author: Stephen M. Horan, Thomas R. Robinson, Harold Evensky
ISBN: 9781118036914
Publisher: Wiley
Publication: March 29, 2011
Imprint: Wiley
Language: English

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. 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.

View on Amazon View on AbeBooks View on Kobo View on B.Depository View on eBay View on Walmart

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. 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.

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