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

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Bibliographic Details

Main Author:	Brunel, Jean L. P. (Author)
Format:	eBook
Language:	English
Published:	Hoboken, New Jersey : John Wiley & Sons, Inc., [2015]
Subjects:	Portfolio management. Wealth > Management. Investment advisors.
Online Access:	Connect to the full text of this electronic book