The new wealth management :
The new wealth management : the financial advisors guide to managing and investing client assets
Harold Evensky; Stephen M Horan; and Thomas R Robinson
- New Delhi Wiley India Pvt. Ltd. 2011
- xx, 458 p. Paper
Acknowledgments
Foreword
Preface
Chapter 1 The Wealth Management Process
Chapter 2 Fiduciary and Professional Standards
Chapter 3 Client Goals and Constraints
Chapter 4 Risk Is a Four-Letter Word
Chapter 5 Data Gathering and Analysis
Chapter 6 Client Education
Chapter 7 Mathematics of Investing
Chapter 8 Investment Theory
Chapter 9 Asset Allocation
Chapter 10 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
About the Authors
About the CFA Institute Investment Series
About the CFA Program
Index
For 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.
9788126564750
Financial planners.
Investment advisors.
332.6
Acknowledgments
Foreword
Preface
Chapter 1 The Wealth Management Process
Chapter 2 Fiduciary and Professional Standards
Chapter 3 Client Goals and Constraints
Chapter 4 Risk Is a Four-Letter Word
Chapter 5 Data Gathering and Analysis
Chapter 6 Client Education
Chapter 7 Mathematics of Investing
Chapter 8 Investment Theory
Chapter 9 Asset Allocation
Chapter 10 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
About the Authors
About the CFA Institute Investment Series
About the CFA Program
Index
For 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.
9788126564750
Financial planners.
Investment advisors.
332.6