Mainstay reference guide for wealth management, newly updatedfor today's investment landscape For over a decade, The New Wealth Management: The FinancialAdvisor's Guide to Managing and Investing Client Assets hasprovided financial planners with detailed, step-by-step guidance ondeveloping 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 TheNew Wealth Management still provides a thorough background oninvestment theories, and includes many ready to use clientpresentations and questionnaires, the guide is newly updated tomeet 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 JohnBogle Presents an approach that places achieving client objectivesahead of investment vehicles
