The New Wealth Management: The Financial Advisors Guide to Managing and Investing Client Assets (CFA Institute Investment Series)
by david on Wednesday, January 25th, 2012 | 3 Comments
The New Wealth Management: The Financial Advisors Guide to Managing and Investing Client Assets (CFA Institute Investment Series)
Mainstay reference guide for wealth management, newly updated for today's investment landscapeFor 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
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Strategic Financial Planning: A Manager's Guide to Improving Profit Performance
Planning Your Financial Future, , Very Good Book
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The Best Textbook for Financial Planning,
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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|Absolutely Required Reading,
This text should be required reading for anybody involved in wealth management. It doesn't matter how long you've been practicing, you'll take away a lot from this book. For younger practioners… this is a blueprint for how to create a practice that will operate at the absolute highest level.
Well Done!
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|A Fantastic Treatise on the Art and Science of Wealth Management,
This is a fantastic treatise on the art and science of wealth management. The predecessor of this book in the 1990's was a formative factor in my wealth management philosophy and this book has raised the bar even further. I recommend it for newcomers to the profession. This should be a textbook in all CFP Programs (if it isn't already). I also recommend it to seasoned veterans for continuing education. Every so often it's good to circle the wagons and revisit the assumptions and values that shape our wealth management policy. That sounds like something we would tell our clients…
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