The New Wealth Management: The Financial Advisor’s Guide to Managing and Investing Client Assets
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 21st-century investment challenges.
Now, as in 1997, The New Wealth Management effectively blends investment theory and real-world applications. And in today’s new investment landscape, this update to the classic reference is more important than ever.
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