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.
As part of the CFA Institute Investment Series, the book is designed for a wide array of readers, ranging from graduate-level students focused on finance to practicing investment professionals, and everyone in between.
More relevant than ever before, this newly revised edition by Harold Evensky, along with Stephen Horan and Thomas Robinson, provides you with the most up-to-date information associated with this important discipline.
Requiring customized solutions that address clients' individual needs, the wealth management approach is unique in the world of finance. Bringing together in-depth writings on the most important wealth management issues with expert opinions and recommendations, The New Wealth Management contains clear, example-driven coverage about how to place client objectives ahead of investment vehicles.
With the authors bringing their own unique experiences and perspectives to the study of wealth management, this book distills the knowledge, skills, and abilities you need to succeed in today's dynamic financial environment. Filled with in-depth insights and practical advice, The New Wealth Management is required reading for anyone interested in managing private wealth.
This book is great for those with a basic to good understanding of wealth management concepts. I enjoyed seeing what one of the top financial planners of the country does in his practice.
This text should be required reading for anybody involved in wealth management. It doesn't matter how long you've been practicing, you'll take away a lot from this book. For younger practioners... this is a blueprint for how to create a practice that will operate at the absolute highest level.
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.
The author could have done a better job summarizing his main points. The book does not give you concrete information, after you finish a page you are left confused why was that page even necessary. Book is too focused on sounding academic. It should have been more focused on being as simple as possible. If it was straightforward you could remove half of the book and save the reader some time.
This is a fantastic treatise on the art and science of wealth management. The predecessor of this book in the 1990's was a formative factor in my wealth management philosophy and this book has raised the bar even further. I recommend it for newcomers to the profession. This should be a textbook in all CFP Programs (if it isn't already). I also recommend it to seasoned veterans for continuing education. Every so often it's good to circle the wagons and revisit the assumptions and values that shape our wealth management policy. That sounds like something we would tell our clients.
Product Details :
Hardcover: 480 pages
Publisher: Wiley; 1 edition (May 3, 2011)
Language: English
ISBN-10: 0470624000
ISBN-13: 978-0470624005
Product Dimensions: 7.3 x 0.9 x 10.3 inches
More Details about The New Wealth Management: The Financial Advisors Guide to Managing and Investing Client Assets CFA Institute Investment Series 1st edition
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