The New Wealth Management
Product ID: 722996201
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Mainstay reference guide for wealth management, newly updated fortoday's investment landscape For over a decade, The New Wealth Management: The FinancialAdvisor's Guide to Managing and Investing Client Assets hasprovided financial planners with detailed, step-by-step guidance ondeveloping 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 thoroughbackground on investment theories, and includes many ready to useclient presentations and questionnaires, the guide is newly updatedto 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 JohnBogle Presents an approach that places achieving client objectivesahead of investment vehicles Applicable for self-study or classroom use Now, as in 1997, The New Wealth Management effectivelyblends investment theory and real world applications. And intoday's new investment landscaped, this update to the classicreference is more important than ever. Review: Great book - Great book ! Brand new ! Fast shipping! Thank you Review: Five Stars - Nice book and quick delivery
| Best Sellers Rank | #300,256 in Books ( See Top 100 in Books ) #11,978 in Analysis & Strategy #23,662 in Reference (Books) |
| Customer Reviews | 4.7 out of 5 stars 89 Reviews |
S**M
Great book
Great book ! Brand new ! Fast shipping! Thank you
M**C
Five Stars
Nice book and quick delivery
T**K
A Fantastic Treatise on the Art and Science of Wealth Management
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...
C**N
non perfetto
Libro arrivato in condizioni non perfette, copertina e prime pagine un po' rovinate, sembra che siano state bagnate/e stropicciate. Contenuto interessante
B**O
Four Stars
Lot of info for reference
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