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

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

In Stock
SKU: DADAX0470624000
Brand: Wiley
Condition: New
$99.41
Quantity
Add to wishlist
Add to compare
Sold by Ergodebooks, an authorized reseller.

Processing time: 1-3 days

US Orders Ships in: 3-5 days

International Orders Ships in: 8-12 days

Return Policy: 15-days return on defective items

Payment Option
Payment Methods

Help

If you have any questions, you are always welcome to contact us. We'll get back to you as soon as possible, withing 24 hours on weekdays.

Customer service

All questions about your order, return and delivery must be sent to our customer service team by e-mail at yourstore@yourdomain.com

Sale & Press

If you are interested in selling our products, need more information about our brand or wish to make a collaboration, please contact us at press@yourdomain.com

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, stepbystep 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 twentyfirst century investment challenges. The bookIncludes 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 Presents an approach that places achieving client objectives ahead of investment vehicles Applicable for selfstudy or classroom useNow, as in 1997, The New Wealth Management 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.

⚠️ WARNING (California Proposition 65):

This product may contain chemicals known to the State of California to cause cancer, birth defects, or other reproductive harm.

For more information, please visit www.P65Warnings.ca.gov.

Recently Viewed