| 000 | 03067nam a2200493 a 4500 | ||
|---|---|---|---|
| 001 | vtls000080180 | ||
| 003 | MTX | ||
| 008 | 160715007 001 0 eng d | ||
| 020 | _a9781118995907 | ||
| 020 | _a9781118995952 | ||
| 039 | 9 |
_a201607151200 _bstaff _c201606141509 _dstaff _y201605041238 _zadmin |
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| 041 | 0 | _aeng | |
| 099 | _aEbook | ||
| 100 | 1 |
_aBrunel, Jean L. P... _9117955 |
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| 245 | 0 | 0 |
_aGoals-based wealth management _h[electronic resource] : _ban integrated and practical approach to changing the structure of wealth advisory practices (Wiley finance series)/ _cBrunel, Jean L. P.. |
| 260 |
_bWILEY, _c2015. |
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| 300 | _a274 p. | ||
| 505 | 0 |
_gChapter, Lesson, Part _tIntroduction. |
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| 505 | 0 |
_gChapter, Lesson, Part _tPart One: The Integrated Wealth Management Challenge. |
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| 505 | 0 |
_gChapter, Lesson, Part _tChapter 1: Many Interrelated Disciplines. |
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| 505 | 0 |
_gChapter, Lesson, Part _tChapter 2: An Example of a Crucial Interaction: Tax-Efficiency. |
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| 505 | 0 |
_gChapter, Lesson, Part _tChapter 3: The Need for a Financial Interpreter. |
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| 505 | 0 |
_gChapter, Lesson, Part _tPart Two: Investment Policy Formulation: Goals-Based Allocation. |
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| 505 | 0 |
_gChapter, Lesson, Part _tChapter 4: A Brief Journey through Institutional Theory. |
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| 505 | 0 |
_gChapter, Lesson, Part _tChapter 5: Mapping Institutional and Individual Issues. |
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| 505 | 0 |
_gChapter, Lesson, Part _tChapter 6: Goals-Based Strategic Asset Allocation. |
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| 505 | 0 |
_gChapter, Lesson, Part _tPart Three: Goals-Based Wealth Management Implementation. |
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| 505 | 0 |
_gChapter, Lesson, Part _tChapter 7: Dealing with the Implications of the Process. |
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| 505 | 0 |
_gChapter, Lesson, Part _tChapter 8: Creating Goals Modules. |
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| 505 | 0 |
_gChapter, Lesson, Part _tChapter 9: Working to Understand Client Goals and Goal Allocations. |
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| 505 | 0 |
_gChapter, Lesson, Part _tChapter 10: Finalizing a Goals-Based Policy Allocation. |
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| 505 | 0 |
_gChapter, Lesson, Part _tChapter 11: Managing the Portfolio Tactically. |
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| 505 | 0 |
_gChapter, Lesson, Part _tChapter 12: Portfolio Reporting. |
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| 505 | 0 |
_gChapter, Lesson, Part _tPart Four: Managing an Advisory Practice. |
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| 505 | 0 |
_gChapter, Lesson, Part _tChapter 13: The Currently Typical Firm Structure. |
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| 505 | 0 |
_gChapter, Lesson, Part _tChapter 14: Teams Versus Individuals. |
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| 505 | 0 |
_gChapter, Lesson, Part _tChapter 15: An Alternative Structure. |
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| 505 | 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. | |
| 650 |
_aBusiness & Economics _9100403 |
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| 650 |
_aFinance _917919 |
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| 856 | 4 | 0 | _uhttp://portal.igpublish.com/iglibrary/search/WILEYB0002975.html |
| 942 | _c10 | ||
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_c76729 _d76729 |
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