Goals-based wealth management : an integrated and practical approach to changing the structure of wealth advisory practices /
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...
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| Format: | eBook |
| Language: | English |
| Published: |
Hoboken, New Jersey :
John Wiley & Sons, Inc.,
[2015]
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| Series: | Wiley finance series.
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| Subjects: | |
| Online Access: | Full Text via HEAL-Link |
| Summary: | 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 analysis, this informative guide explains a new approach to wealth managementthat allows individuals to take on a more active role in theallocation of their assets. Coverage includes a detailedexamination of the goals-based approach, including what works andwhat needs to be revisited, and a clear, understa. |
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| Item Description: | Includes index. |
| Physical Description: | 1 online resource. |
| Bibliography: | Includes bibliographical references and index. |
| ISBN: | 9781118995938 1118995937 9781118995952 1118995953 9781119025306 1119025303 1118995902 9781118995907 |
| DOI: | 10.1002/9781119025306 |
