The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets 1st Edition

This is a fantastic treatise on the art and science of wealth management. The predecessor of this book in the 1990's was a formative factor in my wealth management philosophy and this book has raised the bar even further. I recommend it for newcomers to the profession. This should be a textbook in all CFP Programs (if it isn't already). I also recommend it to seasoned veterans for continuing education. Every so often it's good to circle the wagons and revisit the assumptions and values that shape our wealth management policy. That sounds like something we would tell our clients...

I've been in the financial services industry for over 20 years and this is one of the well written and researched books I've read on on wealth management. It's very academic and it's proof points are very powerful. I enjoyed the research based facts and I liked the format of the book. It is written by many people with different styles but the book was very fluid. If you are in the wealth planning industry this book will be very informative and educational. Your clients will appreciate the increased wisdom in your interactions.

Good shape

This is in my mind the most comprehensive and best book in private wealth management. It connects the practice and experience of the pioneers in the industry Harold Evensky,with the best practices of the CFA institute.

As a 30-year CFP veteran and a part-time university instructor, I have searched in vain for many years to find a good text. Look no further, this is finally it! The textbook is appropriate for new financial planners as well as for veterans and university instructors.

This book is great for those with a basic to good understanding of wealth management concepts. I enjoyed seeing what one of the top financial planners of the country does in his practice.

Excellent information, a required textbook for Evensky's Wealth Management grad course. I'll keep this book for future reference.

I am using this book for a portfolio management course. It is very well written.