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 ...
Read More
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.
Read Less
Add this copy of The New Wealth Management: the Financial Advisor's to cart. $49.95, very good condition, Sold by Mahler Books rated 5.0 out of 5 stars, ships from Pflugerville, TX, UNITED STATES, published 2011 by Wiley.
Choose your shipping method in Checkout. Costs may vary based on destination.
Seller's Description:
Very Good in Very Good dust jacket. 9780470624005. This book is in very good condition; no remainder marks. Dustjacket does have some shelfwear. Inside pages are clean.; 175.3 X 33 X 256.5 millimeters; 480 pages.
Add this copy of The New Wealth Management: the Financial Advisor's to cart. $65.51, new condition, Sold by SurplusTextSeller rated 5.0 out of 5 stars, ships from Columbia, MO, UNITED STATES, published 2011 by John Wiley & Sons Inc.
Add this copy of The New Wealth Management: the Financial Advisor's to cart. $72.50, new condition, Sold by Griffin Books rated 5.0 out of 5 stars, ships from Stamford, CT, UNITED STATES, published 2011 by Wiley.
Add this copy of The New Wealth Management: The Financial Advisor's to cart. $75.48, new condition, Sold by GreatBookPrices rated 4.0 out of 5 stars, ships from Columbia, MD, UNITED STATES, published 2011 by John Wiley & Sons Inc.
Choose your shipping method in Checkout. Costs may vary based on destination.
Seller's Description:
New. CFA Institute Investment Series . In Stock. 100% Money Back Guarantee. Brand New, Perfect Condition, allow 4-14 business days for standard shipping. To Alaska, Hawaii, U.S. protectorate, P.O. box, and APO/FPO addresses allow 4-28 business days for Standard shipping. No expedited shipping. All orders placed with expedited shipping will be cancelled. Over 3, 000, 000 happy customers.
Add this copy of The New Wealth Management: The Financial Advisor's to cart. $80.52, new condition, Sold by Ingram Customer Returns Center rated 5.0 out of 5 stars, ships from NV, USA, published 2011 by John Wiley & Sons Inc.
Add this copy of The New Wealth Management: the Financial Advisor? S to cart. $89.35, new condition, Sold by indoo rated 4.0 out of 5 stars, ships from Avenel, NJ, UNITED STATES, published 2011 by John Wiley & Sons Inc.