"Mainstay 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. And, it did so without resorting to simplistic model portfolios, such as lifecycle models o ..."
"The best investment practitioners, the ones who get results, rely not just on their instincts and experience but on the insights of the trailblazers in their field the people who interpret, challenge, and even devise the strategies and tools that shape investment management. But when you′re in the trenches serving clients and running a business the voices at the front can have trouble getting through, and you may sometimes wonder ..."