03037nam a2200481 a 4500001001400000003000400014008004100018020001800059020001800077039006600095041000800161099001000169100003300179245019700212260001800409300001100427505004100438505008100479505006900560505009100629505007600720505009200796505008400888505008300972505007801055505008501133505008401218505006201302505009501364505008301459505007401542505006001616505006901676505007701745505006501822505006501887505045901952650003302411650001902444856006802463942000702531999001702538vtls000080180MTX160715007                  001 0   eng d  a9781118995907  a9781118995952 9a201607151200bstaffc201606141509dstaffy201605041238zadmin0 aeng  aEbook1 aBrunel, Jean L. P...911795500aGoals-based wealth managementh[electronic resource] :ban integrated and practical approach to changing the structure of wealth advisory practices (Wiley finance series)/cBrunel, Jean L. P..  bWILEY,c2015.  a274 p.0 gChapter, Lesson, ParttIntroduction.0 gChapter, Lesson, ParttPart One: The Integrated Wealth Management Challenge.0 gChapter, Lesson, ParttChapter 1: Many Interrelated Disciplines.0 gChapter, Lesson, ParttChapter 2: An Example of a Crucial Interaction: Tax-Efficiency.0 gChapter, Lesson, ParttChapter 3: The Need for a Financial Interpreter.0 gChapter, Lesson, ParttPart Two: Investment Policy Formulation: Goals-Based Allocation.0 gChapter, Lesson, ParttChapter 4: A Brief Journey through Institutional Theory.0 gChapter, Lesson, ParttChapter 5: Mapping Institutional and Individual Issues.0 gChapter, Lesson, ParttChapter 6: Goals-Based Strategic Asset Allocation.0 gChapter, Lesson, ParttPart Three: Goals-Based Wealth Management Implementation.0 gChapter, Lesson, ParttChapter 7: Dealing with the Implications of the Process.0 gChapter, Lesson, ParttChapter 8: Creating Goals Modules.0 gChapter, Lesson, ParttChapter 9: Working to Understand Client Goals and Goal Allocations.0 gChapter, Lesson, ParttChapter 10: Finalizing a Goals-Based Policy Allocation.0 gChapter, Lesson, ParttChapter 11: Managing the Portfolio Tactically.0 gChapter, Lesson, ParttChapter 12: Portfolio Reporting.0 gChapter, Lesson, ParttPart Four: Managing an Advisory Practice.0 gChapter, Lesson, ParttChapter 13: The Currently Typical Firm Structure.0 gChapter, Lesson, ParttChapter 14: Teams Versus Individuals.0 gChapter, Lesson, ParttChapter 15: An Alternative Structure.0 aCover, 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.  aBusiness & Economics9100403  aFinance91791940uhttp://portal.igpublish.com/iglibrary/search/WILEYB0002975.html  c10  c76729d76729