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

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.

Get the book

Amazon.com

Search the book

eBay.com

Search the book

Other editions

• 

  The New Wealth Management: The Financial Advisor's Guide to Managing...

  • 2011-03-29
  • 480 pages
  • Ebook
  • John Wiley & Sons

Similar books

• 

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

  By Harold Evensky

  TABLE 1-2 Allocation Alternatives for Ms. Kahn Bond Allocation Cash Flow From Bonds Stock Allocation Cash Flow From Stock Total Cash Flow 100 % 90 80 70 7.0 % 6.3 5.6 4.9 4.2 3.5 0 % 10 20 30 40 50 0 % 0.3 0.6 0.9 1.2 1.5 7.0 % 6.8 6.2 ...

• 

  Family Wealth Management: Seven Imperatives for Successful Investing in the New World Order

  By Mark Haynes Daniell, Tom McCullough

  ... Source: Gluskin Sheff, The Big Picture Conference, October 2012; Bloomberg, Business Insider. 50 75 100 125 150 175 200 1890 1900 1910 1920 1930 1940 1950 1960 1970 1980 1990 2000 2010 Figure 2.5 a history of U.S. home Values, ...

• 

  Modern Asset Allocation for Wealth Management

  By David M. Berns

  An important resource for all wealth management fiduciaries, this book enables readers to: Implement a rigorous yet streamlined asset allocation framework that they can stand behind with conviction Deploy both neo-classical and behavioral ...

• 

  Integrated Wealth Management: The New Direction for Portfolio Managers

  By Jean L. P. Brunel

  Irrespective of the way in which one eventually elects to compute after - tax returns and benchmark them , the admonitions stated in Chapter 19 remain valid : any performance assessment must be based on a period long enough to account ...

• 

  Global Private Banking and Wealth Management: The New Realities

  By David Maude

  This unique book, written by a former McKinsey consultant, offers an up-to-date, detailed, practical understanding of this exciting area of financial services.

• 

  FT Guide to Wealth Management: How to Plan, Invest and Protect Your Financial Assets

  By Jason Butler

  Growth of £1 1992-2003 {300 £2.81 £2.50 899%pa £2.00 £1.50 4.91%pa £1.00 £0.50 0% FTSE All- Average Average fund Share Index fund investor Figure 4.4 Returns achieved by average UK-based investors Source: Schneider, L. (2007) 'Are UK ...

• 

  Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success

  By Ross Levin

  This book applies it to the following areas: asset protection (preservation); disability and income protection (protection); debt management (leverage); investment planning (accumulation); and estate planning (distribution), providing a ...

• 

  Goal-based Investing: Theory And Practice

  By Lionel Martellini, Vincent Milhau, Romain Deguest

  This book presents the concept in detail and introduces a general operational framework that can be used by financial advisors to help individual investors optimally allocate their wealth by identifying performance-seeking assets and ...

• 

  Private Wealth Management: The Complete Reference for the Personal Financial Planner, Ninth Edition

  By Jerry S. Rosenbloom, G. Victor Hallman

  An excellent exposition of this thesis is contained in the book Stocks for the Long Run by Jeremy J. Siegel.4 A number of other studies have reached the same general conclusions. They include the 1964 study by Lawrence Fisher and James ...

• 

  Behavioral Finance and Wealth Management: How to Build Optimal Portfolios That Account for Investor Biases

  By Michael M. Pompian

  Read and do not stop until you are one of very few magicians." —Arnold S. Wood, President and Chief Executive Officer Martingale Asset Management "I wish this book had been available a decade ago; by understanding behavioral biases, ...