The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets
| Author | : | |
| Rating | : | 4.60 (738 Votes) |
| Asin | : | 0470624000 |
| Format Type | : | paperback |
| Number of Pages | : | 480 Pages |
| Publish Date | : | 2013-01-17 |
| Language | : | English |
DESCRIPTION:
From the Inside Flap Resources for professionals interested in portfolio and asset management abound, but not much is available for those managing private wealth or handling the portfolios of multiple clients. Now in its second edition, The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets continues to remedy this by providing a comprehensive reference for financial planners with detailed and accessible guidance on developing optimal asset allocation policies for clients. Filled with in-dep
miss unhappy said Excellent wealth management book. I am using this book for a portfolio management course. It is very well written.. "Very useful and extremely well researched" according to Robert Kirk. 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.. The Best Textbook for Financial Planning John in San Diego 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.
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. And, it did so without resorting to simplistic model portfolios, such as lifecycle models or black box solutions. The bookIncludes 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 BoglePresents an approach that places achieving client objectives ahead of investment vehiclesApplicable for self-study or classroom useNow, as in 1997, The New Wealth Management effectively blends investment theory and real world applications. Mainstay reference guide for wealth management, newly updated for today's investment landsca
In 1999, he was awarded the Dow Jones Investment Advisor Portfolio Management Award for Lifetime Achievement. Prior to joining the CFA Institute, he was a professor of finance at St. Stephen M. Acknowledged by Financial Planning, Financial Planning Professional, Investment News, and Worth as an industry leader, he served as chair of the TIAA-CREF Institute Advisory Board and is a member of the American Bar Association. Bonaventure University and principal of Alesco Advisors LLC