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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 |
|---|---|
| Autor principal: | |
| Formato: | Electrónico eBook |
| Idioma: | Inglés |
| Publicado: |
Hoboken, New Jersey :
John Wiley & Sons, Inc.,
[2015]
|
| Temas: | |
| Acceso en línea: | Texto completo (Requiere registro previo con correo institucional) |
MARC
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| 100 | 1 | |a Brunel, Jean L. P., |e author. | |
| 245 | 1 | 0 | |a Goals-based wealth management : |b an integrated and practical approach to changing the structure of wealth advisory practices / |c Jean L.P. Brunel. |
| 264 | 1 | |a Hoboken, New Jersey : |b John Wiley & Sons, Inc., |c [2015] | |
| 264 | 4 | |c Ã2015 | |
| 300 | |a 1 online resource (xxi, 249 pages) : |b illustrations | ||
| 336 | |a text |b txt |2 rdacontent | ||
| 337 | |a computer |b c |2 rdamedia | ||
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| 500 | |a Includes index. | ||
| 588 | 0 | |a Print version record and CIP data provided by publisher. | |
| 504 | |a Includes bibliographical references and index. | ||
| 505 | 0 | |a Part one. Integrated wealth management challenge -- Chapter 1. Many interrelated disciplines -- Chapter 2. An example of a crucial interaction: tax-efficiency -- Chapter 3. The need for a financial interpreter -- Part two. Investment policy formulation: goals-based allocation -- Chapter 4. A brief journey through institutional theory -- Chapter 5. Mapping institutional and individual issues -- Chapter 6. Goals-based strategic asset allocation -- Part three. Goals-based wealth management implementation -- Chapter 7. Dealing with the implications of the process -- Chapter 8. Creating goals modules -- Chapter 9. Working to understand client goals and goal allocations -- Chapter 10. Finalizing a goals-based policy allocation -- Chapter 11. Managing the portfolio tactically -- Chapter 12. Portfolio reporting -- Part four. Managing an advisory practice -- Chapter 13. The currently typical firm structure -- Chapter 14. Teams versus individuals -- Chapter 15. An alternative structure. | |
| 520 | |a "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."-- |c Provided by publisher | ||
| 590 | |a O'Reilly |b O'Reilly Online Learning: Academic/Public Library Edition | ||
| 650 | 0 | |a Portfolio management. | |
| 650 | 0 | |a Wealth |x Management. | |
| 650 | 0 | |a Investment advisors. | |
| 650 | 6 | |a Gestion de portefeuille. | |
| 650 | 6 | |a Richesse |x Gestion. | |
| 650 | 6 | |a Conseillers en placements. | |
| 650 | 7 | |a investment counsels. |2 aat | |
| 650 | 7 | |a BUSINESS & ECONOMICS |x Finance. |2 bisacsh | |
| 650 | 7 | |a Investment advisors. |2 fast |0 (OCoLC)fst00978168 | |
| 650 | 7 | |a Portfolio management. |2 fast |0 (OCoLC)fst01072072 | |
| 776 | 0 | 8 | |i Print version: |a Brunel, Jean L.P. |t Goals-based wealth management. |d Hoboken, New Jersey : John Wiley & Sons, Inc., [2015] |z 9781118995907 |w (DLC) 2014040792 |
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