Robinson Thomas R. - The New Wealth Management The Financial Advisor's Guide To Managing And Investing Client Assets - Hardcover

Binding: Hardcover
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 (CF a) 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.
Title: The New Wealth Management The Financial Advisor's Guide To Managing And Investing Client Assets
Author(s): Robinson Thomas R.
Publisher: John Wiley & Sons Inc
Barcode: 9780470624005
Pages: 480 Pages
Publication Date: 5/3/2011
Series: CFA Institute Investment Series
Category: Investment & Securities