---
product_id: 7168661
title: "The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets (CFA Institute Investment Series)"
brand: "harold evenskystephen m. horanthomas r. robinsonroger ibbotson"
price: "$249"
currency: NZD
in_stock: true
reviews_count: 8
url: https://www.desertcart.nz/products/7168661-the-new-wealth-management-the-financial-advisors-guide-to-managing
store_origin: NZ
region: New Zealand
---

# The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets (CFA Institute Investment Series)

**Brand:** harold evenskystephen m. horanthomas r. robinsonroger ibbotson
**Price:** $249
**Availability:** ✅ In Stock

## Quick Answers

- **What is this?** The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets (CFA Institute Investment Series) by harold evenskystephen m. horanthomas r. robinsonroger ibbotson
- **How much does it cost?** $249 with free shipping
- **Is it available?** Yes, in stock and ready to ship
- **Where can I buy it?** [www.desertcart.nz](https://www.desertcart.nz/products/7168661-the-new-wealth-management-the-financial-advisors-guide-to-managing)

## Best For

- harold evenskystephen m. horanthomas r. robinsonroger ibbotson enthusiasts

## Why This Product

- Trusted harold evenskystephen m. horanthomas r. robinsonroger ibbotson brand quality
- Free international shipping included
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## Description

Full description not available

## Images

![The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets (CFA Institute Investment Series) - Image 1](https://m.media-amazon.com/images/I/81Dh4NF3dIL.jpg)

## Customer Reviews

### ⭐⭐⭐⭐⭐ Very useful and extremely well researched
*by R***K on July 28, 2013*

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.

### ⭐⭐⭐⭐⭐ A Fantastic Treatise on the Art and Science of Wealth Management
*by T***K on September 19, 2011*

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...

### ⭐⭐⭐⭐⭐ The definitive Wealth Management book
*by S***N on April 26, 2018*

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.

## Frequently Bought Together

- The New Wealth Management: The Financial Advisor's Guide to Managing and Investing Client Assets
- Investments: Principles of Portfolio and Equity Analysis

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*Product available on Desertcart New Zealand*
*Store origin: NZ*
*Last updated: 2026-02-24*