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The New Wealth Management: The Financial Advisor's Guide to Managing and: New
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eBay item number:402903052388
Item specifics
- Condition
- Brand New: A new, unread, unused book in perfect condition with no missing or damaged pages. See all condition definitionsopens in a new window or tab
- Book Title
- The New Wealth Management: The Financial Advisor's Guide to Manag
- Publication Date
- 2011-05-20
- ISBN
- 9780470624005
- Publication Name
- New Wealth Management : the Financial Advisor's Guide to Managing and Investing Client ASSETS
- Item Length
- 10.1in
- Publisher
- Wiley & Sons, Incorporated, John
- Publication Year
- 2011
- Series
- Cfa Institute Investment Ser.
- Type
- Workbook
- Format
- Hardcover
- Language
- English
- Item Height
- 1.3in
- Item Width
- 6.9in
- Item Weight
- 40.9 Oz
- Number of Pages
- 480 Pages
About this product
Product Information
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 Bogle Presents an approach that places achieving client objectives ahead of investment vehicles Applicable 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.
Product Identifiers
Publisher
Wiley & Sons, Incorporated, John
ISBN-10
0470624000
ISBN-13
9780470624005
eBay Product ID (ePID)
99538154
Product Key Features
Publication Name
New Wealth Management : the Financial Advisor's Guide to Managing and Investing Client ASSETS
Format
Hardcover
Language
English
Publication Year
2011
Series
Cfa Institute Investment Ser.
Type
Workbook
Number of Pages
480 Pages
Dimensions
Item Length
10.1in
Item Height
1.3in
Item Width
6.9in
Item Weight
40.9 Oz
Additional Product Features
Series Volume Number
28
Lc Classification Number
Hg4921
Edition Description
Workbook
Table of Content
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
Copyright Date
2011
Topic
Investments & Securities / Portfolio Management, Finance / Wealth Management, Investments & Securities / General
Lccn
2010-053526
Dewey Decimal
332.6
Intended Audience
Trade
Dewey Edition
22
Illustrated
Yes
Genre
Business & Economics
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eBay item number:402903052388
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