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The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets


PRAISE FOR The new wealth management

"The business of wealth management is about more than exercising fiduciary responsibility over client funds. The New Wealth Management explains the importance of working to achieve client objectives beyond simply managing their money. This book is an advisor's road map to building and maintaining client wealth and well-being."—Meir Statman, Glenn Klimek Professor of Finance, Santa Clara University, author of What Investors Really Want

"The wealth management industry is a work-in-progress. It is thus fitting that, once in a while, insightful authors take the time to collate the state of the current wisdom and create a book such as The New Wealth Management. It should be required reading for anyone practicing the trade, and many clients might also benefit. It is comprehensive, clear, and well written. It is hard to think of one good reason not to have this book by one's side, as the handbook to which one turns when faced with a challenge."—Jean Brunel, Managing Principal, Brunel Associates

"The New Wealth Management is a masterpiece. Even the most experienced financial advisor has much to gain from this comprehensive, practitioner-focused manual. The well-crafted essays covering the most important issues for today's wealth managers integrate the essential parts of the wealth management process. I highly recommend this outstanding book."—Michael Pompian, CFA, CFP, Director, Private Wealth Practice, Hammond Associates, author, Behavioral Finance and Wealth Management

"Since Wealth Management was first published in 1997, it has been the authoritative guide for the wealth management profession. The New Wealth Management is a more than worthy successor—comprehensive, accessible, and written specifically for practitioners. No one who takes their practice and their profession seriously should be without it. It is the definitive 'how to' reference book for wealth managers."—Scott Welch, CIMA, Senior Managing Director, Investment Research & Strategy, Fortigent, LLC

"Advisors working with investors of all types must not only have expertise, they must view the services they deliver through the eyes of the client. They must open broader conversations with investors about risk, investment acumen, and psychological biases. Through practical and situational application, this book guides advisors significantly in that direction. It is an excellent portfolio management resource which belongs in every advisor's library."—Lisa Gray, Managing Member, Graymatter Strategies, LLC, author of The New Family Office and Generational Wealth Management

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.

Stephen M. Horan, PhD, CFA, 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 CFA Digest and as an ad-hoc reviewer for the Financial Analysts Journal. 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.

Thomas R. Robinson, CFA, CFP, 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.




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.