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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.
- Sales Rank: #70558 in Books
- Published on: 2011-05-03
- Original language: English
- Number of items: 1
- Dimensions: 10.30" h x 1.12" w x 7.30" l, 2.29 pounds
- Binding: Hardcover
- 480 pages
From the Inside Flap
Resources for professionals interested in portfolio and asset management abound, but not much is available for those managing private wealth or handling the portfolios of multiple clients. Now in its second edition, The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets continues to remedy this by providing a comprehensive reference for financial planners with detailed and accessible guidance on developing optimal asset allocation policies for clients.
As part of the CFA Institute Investment Series, the book is designed for a wide array of readers, ranging from graduate-level students focused on finance to practicing investment professionals, and everyone in between.
More relevant than ever before, this newly revised edition by Harold Evensky, along with Stephen Horan and Thomas Robinson, provides you with the most up-to-date information associated with this important discipline.
Requiring customized solutions that address clients' individual needs, the wealth management approach is unique in the world of finance. Bringing together in-depth writings on the most important wealth management issues with expert opinions and recommendations, The New Wealth Management contains clear, example-driven coverage about how to place client objectives ahead of investment vehicles.
With the authors bringing their own unique experiences and perspectives to the study of wealth management, this book distills the knowledge, skills, and abilities you need to succeed in today's dynamic financial environment. Filled with in-depth insights and practical advice, The New Wealth Management is required reading for anyone interested in managing private wealth.
From the 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
About the Author
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.
Most helpful customer reviews
10 of 10 people found the following review helpful.
By Practitioners, For Practitioners*
By JCB
Broadly this excellent book is written by a special group of practitioners, for a special group of practitioners. By special, I mean unconventional; that is, for the group of professionals that don't believe in market timing, stock picking, and following whatever trend is fashionable this week.
This book is about how to assess your client's risk tolerance and unique circumstances in order to write a robust investment policy that will guide the client and the client's wealth managers for the long-term. It's about how to assess portfolio performance and how to manage client expectations. It's about how to really do many of the things you learned about in the Level III CFA curriculum but haven't done in practice (or seen many others do).
Given the expertise of the authors and the overall strength of this book, I would have welcomed a more robust discussion of asset classes (sort of an update to Swenson's robust discussion in "Unconventional Success"). This would probably have doubled the book's length, however.
If you're running money for people, and your goal is to maximize after-tax real returns given the client's situation, this book may be for you. If you're like so many of the money managers I've met, pushing a one-size-fits-all portfolio or focused on the sale rather than relationship, I don't think you'll get much out of this book.
5 of 5 people found the following review helpful.
Comprehensive and Understandable
By Robert Johnson
One would expect great work with practical application from individuals who were responsible for developing the content of the acclaimed Chartered Financial Analyst (CFA) Program, and The New Wealth Management delivers. It is a comprehensive treatment of the increasingly complex field of wealth management produced by expert authors operating on the intersection of practice and theory. Unlike many books in this field, the authors don’t shy away from the more complex and thorny issues influencing wealth managers. The book distills state of the art research into a form that is easily understandable to the practicing professional. A must-read for experienced practitioners as well as individuals just entering the field.
5 of 5 people found the following review helpful.
The Best Textbook for Financial Planning
By John in San Diego
As a 30-year CFP veteran and a part-time university instructor, I have searched in vain for many years to find a good text. Look no further, this is finally it! The textbook is appropriate for new financial planners as well as for veterans and university instructors.
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