{"product_id":"the-new-wealth-management-9780470624005","title":"The New Wealth Management","description":"\u003cb\u003eBook Synopsis\u003c\/b\u003e\u003cbr\u003eMainstay reference guide for wealth management, newly updated for today's investment landscape 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.\u003cbr\u003e\u003cbr\u003e\u003cb\u003eTable of Contents\u003c\/b\u003e\u003cbr\u003e\u003cp\u003eAcknowledgments ix\u003c\/p\u003e \u003cp\u003eForeword xi\u003c\/p\u003e \u003cp\u003ePreface xiii\u003c\/p\u003e \u003cp\u003eCHAPTER 1 The Wealth Management Process 1\u003c\/p\u003e \u003cp\u003eCHAPTER 2 Fiduciary and Professional Standards 13\u003c\/p\u003e \u003cp\u003eCHAPTER 3 Client Goals and Constraints 33\u003c\/p\u003e \u003cp\u003eCHAPTER 4 Risk Is a Four-Letter Word 55\u003c\/p\u003e \u003cp\u003eCHAPTER 5 Data Gathering and Analysis 75\u003c\/p\u003e \u003cp\u003eCHAPTER 6 Client Education 103\u003c\/p\u003e \u003cp\u003eCHAPTER 7 Mathematics of Investing 121\u003c\/p\u003e \u003cp\u003eCHAPTER 8 Investment Theory 149\u003c\/p\u003e \u003cp\u003eCHAPTER 9 Asset Allocation 179\u003c\/p\u003e \u003cp\u003eCHAPTER 10 Portfolio Optimization 193\u003c\/p\u003e \u003cp\u003eCHAPTER 11 Taxes 233\u003c\/p\u003e \u003cp\u003eCHAPTER 12 Retirement Planning 267\u003c\/p\u003e \u003cp\u003eCHAPTER 13 Investment Policy Statement 313\u003c\/p\u003e \u003cp\u003eCHAPTER 14 Portfolio Management 341\u003c\/p\u003e \u003cp\u003eCHAPTER 15 Performance Appraisal and Evaluation 373\u003c\/p\u003e \u003cp\u003eCHAPTER 16 Selecting Investment Managers 393\u003c\/p\u003e \u003cp\u003eCHAPTER 17 Philosophy, Process, and People 421\u003c\/p\u003e \u003cp\u003eAbout the Authors 439\u003c\/p\u003e \u003cp\u003eAbout the CFA Institute Investment Series 441\u003c\/p\u003e \u003cp\u003eAbout the CFA Program 445\u003c\/p\u003e \u003cp\u003eIndex 447\u003c\/p\u003e","brand":"John Wiley \u0026 Sons Inc","offers":[{"title":"Default Title","offer_id":49402380616023,"sku":"9780470624005","price":76.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0817\/1739\/5799\/files\/9780470624005.jpg?v=1730480219","url":"https:\/\/bookcurl.com\/products\/the-new-wealth-management-9780470624005","provider":"Book Curl","version":"1.0","type":"link"}