The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets (CFA Institute Investment Series) Book

This is a 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. It presents an approach that places achieving client objectives ahead of investment vehicles. It is 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.Read More