{"product_id":"9780470624005","title":"The New Wealth Management The Financial Advisor's Guide to Managing and Investing Client Assets","description":"\u003ch3\u003eCFA Institute Investment Series\u003c\/h3\u003e\u003ch1\u003eThe New Wealth Management\u003c\/h1\u003e\u003ch2\u003eThe Financial Advisor's Guide to Managing and Investing Client Assets\u003c\/h2\u003e\u003ch3\u003eHarold Evensky | Stephen M. Horan | Thomas R. Robinson | Roger Ibbotson\u003c\/h3\u003e\u003cdiv\u003e\u003cb\u003eBusiness \u0026amp; Economics \/ Finance \/ Wealth Management\u003c\/b\u003e\u003c\/div\u003e\u003cbr\u003e\u003cdiv\u003eMainstay reference guide for wealth management, newly updated for today's investment landscape  \u003cp\u003eFor over a decade, \u003ci\u003eThe New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets\u003c\/i\u003e 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 \u003ci\u003eThe New Wealth Management\u003c\/i\u003e 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\u003cbr\u003e \u003c\/p\u003e \u003cul\u003e \u003cli\u003eIncludes 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\u003c\/li\u003e \u003cli\u003ePresents an approach that places achieving client objectives ahead of investment vehicles\u003c\/li\u003e \u003cli\u003eApplicable for self-study or classroom use\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003eNow, as in 1997, \u003ci\u003eThe New Wealth Management\u003c\/i\u003e 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.\u003c\/p\u003e\n\u003c\/div\u003e\u003cdiv\u003e  \u003cp\u003e\u003cb\u003eHAROLD EVENSKY, CFP,\u003c\/b\u003e is President of Evensky \u0026amp; Katz, a nationally recognized wealth management firm. Acknowledged by \u003ci\u003eFinancial Planning, Financial Planning Professional, Investment News,\u003c\/i\u003e and \u003ci\u003eWorth\u003c\/i\u003e 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. \u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eSTEPHEN M. HORAN, PhD, CFA,\u003c\/b\u003e 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 \u003ci\u003eCFA Digest\u003c\/i\u003e and as an ad-hoc reviewer for the \u003ci\u003eFinancial Analysts Journal\u003c\/i\u003e. 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. \u003c\/p\u003e\n\u003cp\u003e\u003cb\u003eTHOMAS R. ROBINSON, CFA, CFP,\u003c\/b\u003e 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. \u003c\/p\u003e\n\u003c\/div\u003e\u003cbr\u003e\u003ctable\u003e\n\u003ctr\u003e\n\u003ctd\u003ePublication Date: \u003c\/td\u003e\n\u003ctd\u003e03 May 2011\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003ePublisher: \u003c\/td\u003e\n\u003ctd\u003eWiley\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eImprint: \u003c\/td\u003e\n\u003ctd\u003eWiley\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eISBN-13: \u003c\/td\u003e\n\u003ctd\u003e9780470624005\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eFormat: \u003c\/td\u003e\n\u003ctd\u003eHardback\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003ePage Count: \u003c\/td\u003e\n\u003ctd\u003e480\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eWeight (oz): \u003c\/td\u003e\n\u003ctd\u003e40.8\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/table\u003e","brand":"Wiley","offers":[{"title":"Default Title","offer_id":44310769729676,"sku":"9780470624005","price":94.5,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0710\/9545\/1788\/files\/9780470624005_e863d39d-8801-4805-b885-8c630c83aa3d.jpg?v=1781092706","url":"https:\/\/fh90cf-fv.myshopify.com\/products\/9780470624005","provider":"Late Knight Books and Services, LLC","version":"1.0","type":"link"}