03067nam a2200493 a 4500 vtls000080180 MTX 160715007 001 0 eng d 9781118995907 9781118995952 201607151200 staff 201606141509 staff 201605041238 admin eng Ebook Brunel, Jean L. P... 117955 Goals-based wealth management [electronic resource] : an integrated and practical approach to changing the structure of wealth advisory practices (Wiley finance series)/ Brunel, Jean L. P.. WILEY, 2015. 274 p. Chapter, Lesson, Part Introduction. Chapter, Lesson, Part Part One: The Integrated Wealth Management Challenge. Chapter, Lesson, Part Chapter 1: Many Interrelated Disciplines. Chapter, Lesson, Part Chapter 2: An Example of a Crucial Interaction: Tax-Efficiency. Chapter, Lesson, Part Chapter 3: The Need for a Financial Interpreter. Chapter, Lesson, Part Part Two: Investment Policy Formulation: Goals-Based Allocation. Chapter, Lesson, Part Chapter 4: A Brief Journey through Institutional Theory. Chapter, Lesson, Part Chapter 5: Mapping Institutional and Individual Issues. Chapter, Lesson, Part Chapter 6: Goals-Based Strategic Asset Allocation. Chapter, Lesson, Part Part Three: Goals-Based Wealth Management Implementation. Chapter, Lesson, Part Chapter 7: Dealing with the Implications of the Process. Chapter, Lesson, Part Chapter 8: Creating Goals Modules. Chapter, Lesson, Part Chapter 9: Working to Understand Client Goals and Goal Allocations. Chapter, Lesson, Part Chapter 10: Finalizing a Goals-Based Policy Allocation. Chapter, Lesson, Part Chapter 11: Managing the Portfolio Tactically. Chapter, Lesson, Part Chapter 12: Portfolio Reporting. Chapter, Lesson, Part Part Four: Managing an Advisory Practice. Chapter, Lesson, Part Chapter 13: The Currently Typical Firm Structure. Chapter, Lesson, Part Chapter 14: Teams Versus Individuals. Chapter, Lesson, Part Chapter 15: An Alternative Structure. 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. Business & Economics 100403 Finance 17919 http://portal.igpublish.com/iglibrary/search/WILEYB0002975.html 10 76729 76729