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 a manual 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 informativ...

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Bibliographic Details

Main Author:	Brunel, Jean (Author)
Corporate Author:	Safari, an O'Reilly Media Company
Format:	eBook
Language:	English
Published:	Wiley, 2015.
Edition:	1st edition.
Subjects:	Electronic books.
Online Access:	Connect to this electronic resource