The New Wealth Management (CFA Institute Investment Series): The Financial Advisor'S Guide To Manag Ing And Investing Client Assets(ISBN=9780470624005) 2025 chm pdf kindle rb azw3 下载 115盘

　　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

Acknowledgments.

Foreword.

Preface.

Chapter 1 The Wealth Management Process.

Chapter 2 Fiduciary and Professional Standards.

Chapter 3 Client Goals and Constraints

Chapter 4 Risk Is a Four Letter Word.

Chapter 5 Data Gathering and Analysis.

Chapter 6 Client Education.

Chapter 7 Mathematics of Investing.

Chapter 8 Investment Theory.

Chapter 9 Asset Allocation.

Chapter 10 Portfolio Optimization.

Chapter 11 Taxes.

Chapter 12 Retirement Planning.

Chapter 13 Investment Policy Statement.

Chapter 14 Portfolio Management.

Chapter 15 Performance Appraisal and Evaluation.

Chapter 16 Selecting Investment Managers.

Chapter 17 Philosophy, Process, and People.

About the Authors.

About the CFA Institute Investment Series.

About the CFA Program.

Index.

　　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.

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