Goals-Based Wealth Management: An Integrated and Practical Approach to Changing the S... (Bog, Hardback, Engelsk)
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Goals-Based Wealth Management: An Integrated and Practical Approach to Changing the Structure of Wealth Advisory Practices (Bog, Hardback, Engelsk)

Af: Jean L. P. Brunel

Goals-Based Wealth Management: An Integrated and Practical Approach to Changing the Structure of Wealth Advisory Practices

Forlag: John Wiley & Sons Inc

  • Type: Bog
  • Format: Hardback
  • Sprog: Engelsk Sprog: Engelsk
  • ISBN-13: 9781118995907
  • Udgivelsesdato: 24-04-2015
  • Første udgivelsesår: 2015
  • Serie: Wiley Finance
  • Originalsprog: United States
  • Sideantal: 272
  • Indbinding: Hardback
  • Forlag: John Wiley & Sons Inc
  • Sideoplysninger: 272 pages
  • Mål: 166 x 237 x 27

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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.

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