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

Author

• Brunel, Jean L. P.

Additional Author(s)

-

Publisher

Hoboken, New Jersey: John Wiley & Sons, Inc, 2015

Language

English

ISBN

9781118995907

Series

Subject(s)

• INVESTMENT ADVISORS
• WEALTH MANAGEMENT
• PORTFOLIO MANAGEMENT

Notes

. . Index: p. 237-249

Abstract

-

Physical Dimension

Number of Page(s)

xxi, 249 p.

Dimension

24 cm.

Other Desc.

-

Summary / Review / Table of Content

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.

Exemplar(s)

#	Accession No.	Call Number	Location	Status
1.	01867/16	332.6 Bru G	Library - 7th Floor	Available