Goals-based wealth management : an integrated and practical approach to changing the structure of wealth advisory practices /

• Κύριος συγγραφέας: Brunel, Jean L. P.
• Μορφή: Ηλ. βιβλίο
• Γλώσσα: English
• Έκδοση: Hoboken, New Jersey : John Wiley & Sons, Inc., [2015]
• Σειρά: Wiley finance series.
• Θέματα: Portfolio management.; Wealth > Management.; Investment advisors.; BUSINESS & ECONOMICS > Finance.; Electronic books.

Take a more active role in strategic asset allocation A Practical Guide to Goals-Based Wealth Management is amanual for protecting and growing client wealth in a way thatchanges both the services and profitability of the firm. Written bya 35-year veteran of international wealth education and analysi...