Goals-Based Wealth Management: An Integrated and Practical Approach to Changing the Structure of Wealth Advisory Practices - Wiley Finance - Brunel, Jean L. P., CFA - Books - John Wiley & Sons Inc - 9781118995907 - March 23, 2015
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Brunel, Jean L. P., CFA
Goals-Based Wealth Management: An Integrated and Practical Approach to Changing the Structure of Wealth Advisory Practices - Wiley Finance 1st edition

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Take a more active role in strategic asset allocation Goals-Based Wealth Management is a manual for protecting and growing client wealth in a way that changes both the services and profitability of the firm.

272 pages, illustrations

Media Books     Hardcover Book   (Book with hard spine and cover)
Released March 23, 2015
ISBN13 9781118995907
Publishers John Wiley & Sons Inc
Pages 272
Dimensions 237 × 166 × 27 mm   ·   408 g
Language English  

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