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...
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| Format: | eBook |
| Language: | English |
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Hoboken, New Jersey
John Wiley & Sons, Inc.
2015
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| Collection: | O'Reilly - Collection details see MPG.ReNa |
| Summary: | "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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| Item Description: | Includes index |
| Physical Description: | xxi, 249 pages illustrations |
| ISBN: | 9781119025306 1119025303 1118995937 1118995953 9781118995907 9781118995952 9781118995938 1118995902 |