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

Mainstay reference guide for wealth management, newly updated for today's investment landscapeFor 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 bookIncludes 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 BoglePresents an approach that places achieving client objectives ahead of investment vehiclesApplicable for self-study or classroom useNow, 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.