SKU: 72505307540

Modern Asset Allocation for Wealth Management

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Modern Asset Allocation for Wealth ManagementUnlock the full potential of your wealth management practice with *Modern Asset Allocation for Wealth Management*. This authoritative resource delves into contemporary approaches to asset allocation, seamlessly integrating theory with practical application. Aimed at financial advisors and wealth management professionals, this essential guide bridges the gap between traditional methodologies and modern investment strategies. Readers will explore

Unlock the full potential of your wealth management practice with *Modern Asset Allocation for Wealth Management*. This authoritative resource delves into contemporary approaches to asset allocation, seamlessly integrating theory with practical application. Aimed at financial advisors and wealth management professionals, this essential guide bridges the gap between traditional methodologies and modern investment strategies. Readers will explore advanced concepts in asset allocation that move beyond the traditional mean-variance approach, which is increasingly insufficient in today’s diverse and dynamic investment landscape.

The book equips wealth managers and their robo-advisor counterparts with necessary tools to enhance portfolio management and meet fiduciary responsibilities effectively. Covering critical topics such as risk preference settings, asset selection criteria, and performance forecasting, it empowers financial professionals to craft tailored investment portfolios.

Moreover, this resource goes beyond mere theory, providing actionable insights that can be implemented from day one. By understanding modern asset allocation frameworks, advisors can significantly improve client outcomes and ensure a deeper understanding of client preferences. Dive into a wealth of information that supports both new and seasoned advisors aiming to navigate the complexities of portfolio optimization in an ever-evolving market. Transform your wealth management strategy with *Modern Asset Allocation for Wealth Management*, where theoretical rigor meets practical application.
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SKU: 72505307540

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4.5 ★★★★★
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J. Armstrong
Birmingham, US
★★★★★ 5
A clear and concise book
Format: Hardcover
Fascinating book. Berntsen provides some interesting insights and recommendations on how we should fix problems at the CIA and in the national security apparatus. At a time when most critics want to destroy the Agency, Berntsen provides some plain spoken sanity. Human Intelligence, Counterterrorism and National Leadership needs to be read by anyone entering into defense, foreign affairs or intelligence - and anyone else with an interest in how the CIA works. It is a fast and enjoyable read.
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Reviewed in the United States on November 17, 2008
R
Verified Purchase
Retired Reader
Port Orchard, US
★★★★★ 4
Skimming the Surface
Format: Hardcover
The essence of this book is to succinctly explain the role of CIA's National Clandestine Service (Directorate of Operations) in formulating and more importantly executing a coherent counter-terrorism strategy. Gary Berntsen is a retired CIA intelligence officer (clandestine service) with an impressive record of field assignments to his credit. He also clearly knows the ways of Washington D.C. in that this book is designed for those suffering from attention deficit disorder. While he raises several interesting point in the book, he also reveals an astonishing narrowness of view and tendency to reduce everything to its simplest terms. In his introductory `background' chapter Berntsen makes the dubious claim that the collection of intelligence from human sources (HUMINT) is the "primary mission of CIA." Apparently he is unaware that CIA was originally founded to produce all source finished intelligence and that the National Intelligence Council (NIC), until recently under CIA, was the final word in the U.S. Intelligence System. Nothing reveals the sorry state of CIA's Directorate of Intelligence better than this claim. In the same manner Berntsen is apparently oblivious to the availability and uses of intelligence collected by technical means. To his credit he does recognize that the best intelligence is more often available from open (non-classified) sources than from secret sources. Yet he neither expands nor follows up this observation. Berntsen more or less follows this pattern through out this book. For example he provides a brief discussion of the traditional Islamic Banking System called Hawalla, but is apparently unaware that the system is based on a recognized credit not cash and that money does not move across international borders. The system is widely trusted and is widely used by Muslim expatriates in the West and Saudi Arabia to send money home. For this reason Hawalla credit transfers providing money to terrorists are easily lost in a world wide mass of transactions. Yet it is possible to track Hawalla transactions and it has been done without "intensive manpower" allocations. Berntsen deserves a good deal of respect and credit for his obvious service to the U. S. and his dedication to the cause of clandestine intelligence operations and its hand maiden covert operations. Yet this book is a terminally superficial and ill-considered work by someone who not only should know better, but could have produced a first rate `practical guide' to a counter-terrorism strategy.
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Reviewed in the United States on October 30, 2008
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matt crossland
Waukegan, US
★★★★★ 5
Excellent Overview on Counterterrorism
Format: Hardcover
What really sets this book apart from the rest of books on the subject is that it illustrates positive solutions to the problems. It is also a very entertaining and fun read. I would highly recommend this book to anyone concerned over current events and terrorism in our time.
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Reviewed in the United States on April 17, 2014
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Brian
Pawtucket, US
★★★★★ 4
Good book worth adding to your CIA collection.
Format: Kindle
I enjoyed reading this quite a bit. It's a very fast read that provides an introduction to the layers of the CIA.
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Reviewed in the United States on August 2, 2016
R
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Reviewer Two
Draper, US
★★★★★ 5
Five Stars
Format: Hardcover
Excellent CIA methofology review
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Reviewed in the United States on May 16, 2017

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