Book 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.
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.
