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 Goals-Based Wealth Management is amanual for protecting and growing client wealth in a way that changes both the services and profitability of the firm. Written by a 35-year veteran of international wealth education and analysis, this infor...
Gespeichert in:
| Beteilige Person: | |
|---|---|
| Format: | Elektronisch E-Book |
| Sprache: | Englisch |
| Veröffentlicht: |
Hoboken, New Jersey
John Wiley & Sons, Inc.
[2015]
|
| Schlagwörter: | |
| Links: | https://learning.oreilly.com/library/view/-/9781118995938/?ar |
| Zusammenfassung: | "Take a more active role in strategic asset allocation Goals-Based Wealth Management is amanual for protecting and growing client wealth in a way that changes both the services and profitability of the firm. Written by a 35-year veteran of international wealth education and analysis, this informative guide explains a new approach to wealth management that allows individuals to take on a more active role in the allocation of their assets. Coverage includes a detailed examination of the goals-based approach, including what works and what needs to be revisited, and a clear, understandable model that allows advisors to help individuals to navigate complex processes."-- |
| Beschreibung: | Includes index. - Includes bibliographical references and index. - Print version record and CIP data provided by publisher |
| Umfang: | 1 Online-Ressource (xxi, 249 Seiten) illustrations |
| ISBN: | 9781118995938 1118995937 9781118995952 1118995953 9781119025306 1119025303 1118995902 9781118995907 |
Internformat
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| spelling | Brunel, Jean L. P. VerfasserIn aut Goals-based wealth management an integrated and practical approach to changing the structure of wealth advisory practices Jean L.P. Brunel Hoboken, New Jersey John Wiley & Sons, Inc. [2015] ©2015 1 Online-Ressource (xxi, 249 Seiten) illustrations Text txt rdacontent Computermedien c rdamedia Online-Ressource cr rdacarrier Includes index. - Includes bibliographical references and index. - Print version record and CIP data provided by publisher "Take a more active role in strategic asset allocation Goals-Based Wealth Management is amanual for protecting and growing client wealth in a way that changes both the services and profitability of the firm. Written by a 35-year veteran of international wealth education and analysis, this informative guide explains a new approach to wealth management that allows individuals to take on a more active role in the allocation of their assets. Coverage includes a detailed examination of the goals-based approach, including what works and what needs to be revisited, and a clear, understandable model that allows advisors to help individuals to navigate complex processes."-- Portfolio management Wealth Management Investment advisors Gestion de portefeuille Richesse ; Gestion Conseillers en placements investment counsels BUSINESS & ECONOMICS ; Finance 9781118995907 Erscheint auch als Druck-Ausgabe 9781118995907 |
| spellingShingle | Brunel, Jean L. P. Goals-based wealth management an integrated and practical approach to changing the structure of wealth advisory practices Portfolio management Wealth Management Investment advisors Gestion de portefeuille Richesse ; Gestion Conseillers en placements investment counsels BUSINESS & ECONOMICS ; Finance |
| title | Goals-based wealth management an integrated and practical approach to changing the structure of wealth advisory practices |
| title_auth | Goals-based wealth management an integrated and practical approach to changing the structure of wealth advisory practices |
| title_exact_search | Goals-based wealth management an integrated and practical approach to changing the structure of wealth advisory practices |
| title_full | Goals-based wealth management an integrated and practical approach to changing the structure of wealth advisory practices Jean L.P. Brunel |
| title_fullStr | Goals-based wealth management an integrated and practical approach to changing the structure of wealth advisory practices Jean L.P. Brunel |
| title_full_unstemmed | Goals-based wealth management an integrated and practical approach to changing the structure of wealth advisory practices Jean L.P. Brunel |
| title_short | Goals-based wealth management |
| title_sort | goals based wealth management an integrated and practical approach to changing the structure of wealth advisory practices |
| title_sub | an integrated and practical approach to changing the structure of wealth advisory practices |
| topic | Portfolio management Wealth Management Investment advisors Gestion de portefeuille Richesse ; Gestion Conseillers en placements investment counsels BUSINESS & ECONOMICS ; Finance |
| topic_facet | Portfolio management Wealth Management Investment advisors Gestion de portefeuille Richesse ; Gestion Conseillers en placements investment counsels BUSINESS & ECONOMICS ; Finance |
| work_keys_str_mv | AT bruneljeanlp goalsbasedwealthmanagementanintegratedandpracticalapproachtochangingthestructureofwealthadvisorypractices |