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The Nile on eBay FREE SHIPPING UK WIDE The New Wealth Management by Harold Evensky, Stephen M. Horan, Thomas R. Robinson, Roger Ibbotson 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 financial planners with detailed, step-by-step guidance on developing an optimal asset allocation policy for their clients. FORMAT Hardcover LANGUAGE English CONDITION Brand New Publisher Description 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 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 book Includes 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 use Now, 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. Notes Subtitled, The Financial Advisor's Guide To Managing & Investing Client Assets. 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 Flap 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 Author Biography HAROLD EVENSKY, CFP, is President of Evensky & Katz, a nationally recognized wealth management firm. Acknowledged by Financial Planning, Financial Planning Professional, Investment News, and Worth as an industry leader, he served as chair of the TIAA-CREF Institute Advisory Board and is a member of the American Bar Association. In 1999, he was awarded the Dow Jones Investment Advisor Portfolio Management Award for Lifetime Achievement. STEPHEN M. HORAN, PHD, CFA, manages professional education and private wealth management content for CFA Institute members. He has served as both an editorial board member and abstractor for the CFA Digest and as an ad-hoc reviewer for the Financial Analysts Journal. He holds a PhD in finance, publishes frequently in academic and professional journals, and has authored several books. Prior to joining the CFA Institute, he was a professor of finance at St. Bonaventure University and principal of Alesco Advisors LLC. THOMAS R. ROBINSON, CFA, CFP, is Managing Director in the Education Division of the CFA Institute, where he leads and develops the teams responsible for producing and delivering educational content and examinations to candidates, members, and other investment professionals, including those affiliated with the CFA Program, CIPM Program, and Lifelong Learning. Table of Contents Acknowledgments ix Foreword xi Preface xiii CHAPTER 1 The Wealth Management Process 1 CHAPTER 2 Fiduciary and Professional Standards 13 CHAPTER 3 Client Goals and Constraints 33 CHAPTER 4 Risk Is a Four-Letter Word 55 CHAPTER 5 Data Gathering and Analysis 75 CHAPTER 6 Client Education 103 CHAPTER 7 Mathematics of Investing 121 CHAPTER 8 Investment Theory 149 CHAPTER 9 Asset Allocation 179 CHAPTER 10 Portfolio Optimization 193 CHAPTER 11 Taxes 233 CHAPTER 12 Retirement Planning 267 CHAPTER 13 Investment Policy Statement 313 CHAPTER 14 Portfolio Management 341 CHAPTER 15 Performance Appraisal and Evaluation 373 CHAPTER 16 Selecting Investment Managers 393 CHAPTER 17 Philosophy, Process, and People 421 About the Authors 439 About the CFA Institute Investment Series 441 About the CFA Program 445 Index 447 Long Description 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 Details ISBN 0470624000 Series CFA Institute Investment Series Year 2011 ISBN-10 0470624000 ISBN-13 9780470624005 Format Hardcover Subtitle The Financial Advisor's Guide to Managing and Investing Client Assets DEWEY 332.6 Language English Media Book Series Number 28 Illustrations Illustrations Pages 480 Edition 1st Short Title NEW WEALTH MGMT REV/E Edition Description Revised Publication Date 2011-05-20 AU Release Date 2011-05-20 NZ Release Date 2011-05-20 US Release Date 2011-05-20 UK Release Date 2011-05-20 Author Roger Ibbotson Publisher John Wiley & Sons Inc Imprint John Wiley & Sons Inc Place of Publication New York Country of Publication United States Audience General We've got this At The Nile, if you're looking for it, we've got it. With fast shipping, low prices, friendly service and well over a million items - you're bound to find what you want, at a price you'll love! 30 DAY RETURN POLICY No questions asked, 30 day returns! FREE DELIVERY No matter where you are in the UK, delivery is free. SECURE PAYMENT Peace of mind by paying through PayPal and eBay Buyer Protection TheNile_Item_ID:33388512;