The new wealth management: the financial advisor's guide to managing and investing client assets

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 financialplanners 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 endorsedby investment luminaries Charles Schwab and John Bogle Presents an approach that places achieving client objectives ahead of investment vehicles Applicablefor self-study or classroom use Now, as in 1997, The New Wealth Management effectively blends investment theory and real world applications. And in today'snew investment landscaped, this update to the classic reference is more important than ever. INDICE: Foreword. Preface. Acknowledgments. Chapter 1: The Wealth Management Process. Chapter 2: Fiduciary and Professional Standards. Chapter 3: ClientGoals and Constraints Chapter 4: Risk Is a Four Letter Word. Chapter 5: Data Gathering and Analysis. Chapter 6: Client Education. Chapter 7: Mathematics ofInvesting. Chapter 8: Investment Theory. Chapter 9: Asset Allocation. Chapter10: 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.

• ISBN: 978-0-470-62400-5
• Editorial: John Wiley & Sons
• Encuadernacion: Cartoné
• Páginas: 608
• Fecha Publicación: 13/04/2011
• Nº Volúmenes: 1
• Idioma: Inglés