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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...
| Clasificación: | Libro Electrónico |
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| Autor principal: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Hoboken, New Jersey :
John Wiley & Sons, Inc.,
[2015]
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| Temas: | |
| Acceso en línea: | Texto completo Texto completo |
| Sumario: | "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."-- |
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| Notas: | Includes index. |
| Descripción Física: | 1 online resource (xxi, 249 pages) : illustrations |
| Bibliografía: | Includes bibliographical references and index. |
| ISBN: | 9781118995938 1118995937 9781118995952 1118995953 9781119025306 1119025303 1118995902 9781118995907 |