Description
Condition: BRAND NEW
ISBN: 9780470624005
Year: 2011
Publisher: John Wiley & Sons Inc (US)
Pages: 480
Description:
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.
ISBN: 9780470624005
Year: 2011
Publisher: John Wiley & Sons Inc (US)
Pages: 480
Description:
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.