Private Wealth: Wealth Management In Practice(ISBN=9780470381137)

　　An in-depth examination of today's most important wealth management issues Managing the assets of high-net-worth individuals has become a core business specialty for investment and financial advisors worldwide. Keeping abreast of the latest research in this field is paramount. That's why Private Wealth, the inaugural offering in the CFA Institute Investment Perspectives series has been created. As a sister series to the globally successful CFA Institute Investment Series, CFA Institute and John Wiley are proud to offer this new collection. Private Wealth presents the latest information on lifecycle modeling, asset allocation, investment management for taxable private investors, and much more. Researched and written by leading academics and practitioners, including Roger Ibbotson of Yale University and Zvi Bodie of Boston University, this volume covers human capital and mortality risk in life cycle stages and proposes a life-cycle model for life transitions. It also addresses complex tax matters and provides details on customizing investment theory applications to the taxable investor. Finally, this reliable resource analyzes the use of tax-deferred investment accounts as a means for wealth accumulation and presents a useful framework for various tax environments.

Foreword
Introduction
PART I: LIFE-CYCLE INVESTING
 CHAPTER 1
   The Future of Retirement Planning
   Robert C. Merton
   Reprinted)Cram The Future of Life-Cycle Saving and Investing, The Research
   Foundation of CFA Institute (October 2007):5-18.
 CHAPTER 2
   Is Personal Finance a Science?
   Paul A. Samuelson
   Reprinted from The Future of Life-Cycle Saving and Investing, The Research
   Foundation of CFA Institute (October 2007):1-4.
 CHAPTER 3
   Lifetime Financial Advice: Human Capital,
   Asset Allocation, and Insurance
   Roger G. Ibbotson; Moshe A. Milevsky; Peng Chen, CFA; and Kevin X. Zhu
   Reprinted from The Research Foundation of CFA Institute (April 2007).
 CHAPTER 4
   The Theory of Optimal Life-Cycle Saving and Investing
   Zvi Bodie, Jonathan Treussard, and Paul Willen
   Reprinted from The Future of Life-Cycle Saving and Investing, The Research
   Foundation of CFA Institute (October 2007):19-3Z
 CHAPTER 5
   Is Conventional Financial Planning Good for Your
   Financial Health?
   Laurence J. Kotlikoff
   Reprinted from The Future of Life-Cycle Saving and Investing, The Research
   Foundation of CFA Institute (October 2007):55-7i.
 CHAPTER 6
   The Life Care Annuity
   Mark J. Warshawsky
   Reprintedom The Future of Life-Cycle Saving and Investing, The Research
   Foundation of CFA Institute (October 2007):103-106.

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