The New Wealth Management: The Financial Advisors Guide to Managing and Investing Client Assets
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 ClientAssets 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 Managementcontains 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 Managementis required reading for anyone interested in managing private wealth.