TY  - BOOK
AU  - Brunel,Jean L.P...
TI  - Goals-based wealth management: an integrated and practical approach to changing the structure of wealth advisory practices (Wiley finance series)
SN  - 9781118995907
PY  - 2015///
PB  - WILEY
KW  - Business & Economics
KW  - Finance
N1  - 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
UR  - http://portal.igpublish.com/iglibrary/search/WILEYB0002975.html
ER  -