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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]
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| Temas: | |
| Acceso en línea: | Texto completo (Requiere registro previo con correo institucional) |
Tabla de Contenidos:
- 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.