Goals-based wealth management (Record no. 76729)
[ view plain ]
| 000 -LEADER | |
|---|---|
| fixed length control field | 03067nam a2200493 a 4500 |
| 001 - CONTROL NUMBER | |
| control field | vtls000080180 |
| 003 - CONTROL NUMBER IDENTIFIER | |
| control field | MTX |
| 008 - FIXED-LENGTH DATA ELEMENTS--GENERAL INFORMATION | |
| fixed length control field | 160715007 001 0 eng d |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER | |
| International Standard Book Number | 9781118995907 |
| 020 ## - INTERNATIONAL STANDARD BOOK NUMBER | |
| International Standard Book Number | 9781118995952 |
| 039 #9 - LEVEL OF BIBLIOGRAPHIC CONTROL AND CODING DETAIL [OBSOLETE] | |
| Level of rules in bibliographic description | 201607151200 |
| Level of effort used to assign nonsubject heading access points | staff |
| Level of effort used to assign subject headings | 201606141509 |
| Level of effort used to assign classification | staff |
| -- | 201605041238 |
| -- | admin |
| 041 0# - LANGUAGE CODE | |
| Language code of text/sound track or separate title | eng |
| 099 ## - LOCAL FREE-TEXT CALL NUMBER (OCLC) | |
| Classification number | Ebook |
| 100 1# - MAIN ENTRY--PERSONAL NAME | |
| Personal name | Brunel, Jean L. P... |
| 9 (RLIN) | 117955 |
| 245 00 - TITLE STATEMENT | |
| Title | Goals-based wealth management |
| Medium | [electronic resource] : |
| Remainder of title | an integrated and practical approach to changing the structure of wealth advisory practices (Wiley finance series)/ |
| Statement of responsibility, etc. | Brunel, Jean L. P.. |
| 260 ## - PUBLICATION, DISTRIBUTION, ETC. | |
| Name of publisher, distributor, etc. | WILEY, |
| Date of publication, distribution, etc. | 2015. |
| 300 ## - PHYSICAL DESCRIPTION | |
| Extent | 274 p. |
| 505 0# - FORMATTED CONTENTS NOTE | |
| Miscellaneous information | Chapter, Lesson, Part |
| Title | Introduction. |
| 505 0# - FORMATTED CONTENTS NOTE | |
| Miscellaneous information | Chapter, Lesson, Part |
| Title | Part One: The Integrated Wealth Management Challenge. |
| 505 0# - FORMATTED CONTENTS NOTE | |
| Miscellaneous information | Chapter, Lesson, Part |
| Title | Chapter 1: Many Interrelated Disciplines. |
| 505 0# - FORMATTED CONTENTS NOTE | |
| Miscellaneous information | Chapter, Lesson, Part |
| Title | Chapter 2: An Example of a Crucial Interaction: Tax-Efficiency. |
| 505 0# - FORMATTED CONTENTS NOTE | |
| Miscellaneous information | Chapter, Lesson, Part |
| Title | Chapter 3: The Need for a Financial Interpreter. |
| 505 0# - FORMATTED CONTENTS NOTE | |
| Miscellaneous information | Chapter, Lesson, Part |
| Title | Part Two: Investment Policy Formulation: Goals-Based Allocation. |
| 505 0# - FORMATTED CONTENTS NOTE | |
| Miscellaneous information | Chapter, Lesson, Part |
| Title | Chapter 4: A Brief Journey through Institutional Theory. |
| 505 0# - FORMATTED CONTENTS NOTE | |
| Miscellaneous information | Chapter, Lesson, Part |
| Title | Chapter 5: Mapping Institutional and Individual Issues. |
| 505 0# - FORMATTED CONTENTS NOTE | |
| Miscellaneous information | Chapter, Lesson, Part |
| Title | Chapter 6: Goals-Based Strategic Asset Allocation. |
| 505 0# - FORMATTED CONTENTS NOTE | |
| Miscellaneous information | Chapter, Lesson, Part |
| Title | Part Three: Goals-Based Wealth Management Implementation. |
| 505 0# - FORMATTED CONTENTS NOTE | |
| Miscellaneous information | Chapter, Lesson, Part |
| Title | Chapter 7: Dealing with the Implications of the Process. |
| 505 0# - FORMATTED CONTENTS NOTE | |
| Miscellaneous information | Chapter, Lesson, Part |
| Title | Chapter 8: Creating Goals Modules. |
| 505 0# - FORMATTED CONTENTS NOTE | |
| Miscellaneous information | Chapter, Lesson, Part |
| Title | Chapter 9: Working to Understand Client Goals and Goal Allocations. |
| 505 0# - FORMATTED CONTENTS NOTE | |
| Miscellaneous information | Chapter, Lesson, Part |
| Title | Chapter 10: Finalizing a Goals-Based Policy Allocation. |
| 505 0# - FORMATTED CONTENTS NOTE | |
| Miscellaneous information | Chapter, Lesson, Part |
| Title | Chapter 11: Managing the Portfolio Tactically. |
| 505 0# - FORMATTED CONTENTS NOTE | |
| Miscellaneous information | Chapter, Lesson, Part |
| Title | Chapter 12: Portfolio Reporting. |
| 505 0# - FORMATTED CONTENTS NOTE | |
| Miscellaneous information | Chapter, Lesson, Part |
| Title | Part Four: Managing an Advisory Practice. |
| 505 0# - FORMATTED CONTENTS NOTE | |
| Miscellaneous information | Chapter, Lesson, Part |
| Title | Chapter 13: The Currently Typical Firm Structure. |
| 505 0# - FORMATTED CONTENTS NOTE | |
| Miscellaneous information | Chapter, Lesson, Part |
| Title | Chapter 14: Teams Versus Individuals. |
| 505 0# - FORMATTED CONTENTS NOTE | |
| Miscellaneous information | Chapter, Lesson, Part |
| Title | Chapter 15: An Alternative Structure. |
| 505 0# - FORMATTED CONTENTS NOTE | |
| Formatted contents note | Cover, Title,Goals-based wealth management: an integrated and practical approach to changing the structure of wealth advisory practices (Wiley finance series)--Preface, Introduction, TOC,Contents--Preface, Introduction, TOC,Acknowledgments--Preface, Introduction, TOC,Preface--References, Appendix, Index,Conclusion--References, Appendix, Index,About the Companion Website--References, Appendix, Index,About the Author--References, Appendix, Index,Index. |
| 650 ## - SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical term or geographic name entry element | Business & Economics |
| 9 (RLIN) | 100403 |
| 650 ## - SUBJECT ADDED ENTRY--TOPICAL TERM | |
| Topical term or geographic name entry element | Finance |
| 9 (RLIN) | 17919 |
| 856 40 - ELECTRONIC LOCATION AND ACCESS | |
| Uniform Resource Identifier | <a href="http://portal.igpublish.com/iglibrary/search/WILEYB0002975.html">http://portal.igpublish.com/iglibrary/search/WILEYB0002975.html</a> |
| 942 ## - ADDED ENTRY ELEMENTS (KOHA) | |
| Koha item type | eBook |
No items available.
