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The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets
Free Download The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets
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From the Inside Flap
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.
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From the Back Cover
PRAISE FOR THE NEW WEALTH MANAGEMENT "The business of wealth management is about more than exercising fiduciary responsibility over client funds. The New Wealth Management explains the importance of working to achieve client objectives beyond simply managing their money. This book is an advisor's road map to building and maintaining client wealth and well-being." —Meir Statman, Glenn Klimek Professor of Finance, Santa Clara University, author of What Investors Really Want "The wealth management industry is a work-in-progress. It is thus fitting that, once in a while, insightful authors take the time to collate the state of the current wisdom and create a book such as The New Wealth Management. It should be required reading for anyone practicing the trade, and many clients might also benefit. It is comprehensive, clear, and well written. It is hard to think of one good reason not to have this book by one's side, as the handbook to which one turns when faced with a challenge." —Jean Brunel, Managing Principal, Brunel Associates "The New Wealth Management is a masterpiece. Even the most experienced financial advisor has much to gain from this comprehensive, practitioner-focused manual. The well-crafted essays covering the most important issues for today's wealth managers integrate the essential parts of the wealth management process. I highly recommend this outstanding book." —Michael Pompian, CFA, CFP, Director, Private Wealth Practice, Hammond Associates, author, Behavioral Finance and Wealth Management "Since Wealth Management was first published in 1997, it has been the authoritative guide for the wealth management profession. The New Wealth Management is a more than worthy successor—comprehensive, accessible, and written specifically for practitioners. No one who takes their practice and their profession seriously should be without it. It is the definitive 'how to' reference book for wealth managers." —Scott Welch, CIMA, Senior Managing Director, Investment Research & Strategy, Fortigent, LLC "Advisors working with investors of all types must not only have expertise, they must view the services they deliver through the eyes of the client. They must open broader conversations with investors about risk, investment acumen, and psychological biases. Through practical and situational application, this book guides advisors significantly in that direction. It is an excellent portfolio management resource which belongs in every advisor's library." —Lisa Gray, Managing Member, Graymatter Strategies, LLC, author of The New Family Office and Generational Wealth Management
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Product details
Hardcover: 480 pages
Publisher: Wiley; 1 edition (May 3, 2011)
Language: English
ISBN-10: 9780470624005
ISBN-13: 978-0470624005
ASIN: 0470624000
Product Dimensions:
7.2 x 1.1 x 10.2 inches
Shipping Weight: 2.2 pounds (View shipping rates and policies)
Average Customer Review:
4.5 out of 5 stars
16 customer reviews
Amazon Best Sellers Rank:
#224,317 in Books (See Top 100 in Books)
This is in my mind the most comprehensive and best book in private wealth management. It connects the practice and experience of the pioneers in the industry Harold Evensky,with the best practices of the CFA institute.
I've been in the financial services industry for over 20 years and this is one of the well written and researched books I've read on on wealth management. It's very academic and it's proof points are very powerful. I enjoyed the research based facts and I liked the format of the book. It is written by many people with different styles but the book was very fluid. If you are in the wealth planning industry this book will be very informative and educational. Your clients will appreciate the increased wisdom in your interactions.
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.
Great BOok. purchased for a class. I will keep it for my personal Collection.
The book is great but I purchased new and it came in damaged.like it received a big hit on a corner.
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...
Great practitioners guide. Perfect for what I was looking for. A good mix of theory and practice with an emphasis on practice.
Required fir class yet text you will want to own for career
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