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The New Wealth Management

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

Name: The New Wealth Management
Brand: John Wiley & Sons
SKU: 9780470624005
Price: 950.00 HKD
Availability: OutOfStock
Author: Harold Evensky, CFP ; Stephen M. Horan, CFA ; Thomas R Robinson, CFA ; Roger Ibbotson
ISBN: 9780470624005

Edited by Harold Evensky, CFP · Stephen M. Horan, CFA · Thomas R Robinson, CFA · Roger Ibbotson

John Wiley & Sons April 2011

Specifications

ISBN-13: 9780470624005
Publisher: John Wiley & Sons
Publication: April 2011
Format: Hardback , 480 pages
Jurisdiction: International ? Countri(es) for reference only

Details

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.

Foreword.

Preface.

Acknowledgments.

Chapter 1: The Wealth Management Process.

Chapter 2: Fiduciary and Professional Standards.

Chapter 3: Client Goals and Constraints

Chapter 4: Risk Is a Four Letter Word.

Chapter 5: Data Gathering and Analysis.

Chapter 6: Client Education.

Chapter 7: Mathematics of Investing.

Chapter 8: Investment Theory.

Chapter 9: Asset Allocation.

Chapter 10: Portfolio Optimization.

Chapter 11: Taxes.

Chapter 12: Retirement Planning.

Chapter 13: Investment Policy Statement.

Chapter 14: Portfolio Management.

Chapter 15: Performance Appraisal and Evaluation.

Chapter 16: Selecting Investment Managers.

Chapter 17: Philosophy, Process, and People.

Notes.

About the Authors.

Index.

About the Author

Harold Evensky CFP, is President of Evensky & Katz, a nationally recognized wealth management firm. 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. In 1999, he was awarded the Dow Jones Investment Advisor Portfolio Management Award for Lifetime Achievement.

Stephen M. Horan, PhD, CFA, manages professional education and private wealth management content for CFA Institute members. He has served as both an editorial board member and abstractor for the CFA Digest and as an ad-hoc reviewer for the Financial Analysts Journal. He holds a PhD in finance, publishes frequently in academic and professional journals, and has authored several books. Prior to joining the CFA Institute, he was a professor of finance at St. Bonaventure University and principal of Alesco Advisors LLC.

Thomas R. Robinson, CFA, CFP, is Managing Director in the Education Division of the CFA Institute, where he leads and develops the teams responsible for producing and delivering educational content and examinations to candidates, members, and other investment professionals, including those affiliated with the CFA Program, CIPM Program, and Lifelong Learning.

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