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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...
| Cote: | Libro Electrónico |
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| Auteur principal: | |
| Format: | Électronique eBook |
| Langue: | Inglés |
| Publié: |
Hoboken, New Jersey :
John Wiley & Sons, Inc.,
[2015]
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| Sujets: | |
| Accès en ligne: | Texto completo (Requiere registro previo con correo institucional) |