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.
Categories
Recent Insights
-
Retirees have questions for financial advisers. Here’s what they want to know.
Roughly a third want advice for what to do with the money in their former workplace plan, while nearly 3 in 10 want a withdrawal strategy that turns savings into retirement income. Others seek help with taxes, long-term care planning, debt reduction, or estate planning.
-
Markets & Mindset – July 2026
Lane Jones, Principal and Chief Investment Officer, and Marcos Segrera, Principal and Wealth Manager, help you make sense of what’s happening in today’s markets — and how to stay focused on what matters most.
-
Do You Have More Spatulas Than Financial Accounts? A Case for Consolidation
We added another wooden spatula to our kitchen recently. And when I say another, I mean to an already impressive collection. At this point, we could host a dinner party for 15 people and assign each dish its own spatula. Is that necessary? Probably not. But I am not the chef or the party planner—and…
-
The Cost of a Good Idea — And What Golf Taught Me About Leaving It Alone
I started playing golf about a month ago. And let me be honest with you — it’s the most humbling thing I’ve done in recent memory. I grew up playing baseball, so I figured I’d have at least a fighting chance. The coordination, the swing mechanics — how different could it be? Turns out, very.…
-
Do You Own Your Time?
When a full calendar feels like success I am infamous for having a calendar booked for months in advance. When this first started happening, it felt good. Early in my career, I didn’t have enough work to fill my time, so the goal was simple: get as many meetings booked and clients closed as possible.…
