Goals-based wealth management: an integrated and practical approach to changing the structure of wealth advisory practices
Gespeichert in:
| 1. Verfasser: | |
|---|---|
| Format: | Elektronisch E-Book |
| Sprache: | English |
| Veröffentlicht: |
Hoboken, New Jersey
John Wiley & Sons, Inc.
[2015]
|
| Schriftenreihe: | Wiley finance series
|
| Schlagworte: | |
| Online-Zugang: | FRO01 UBG01 Volltext |
| Beschreibung: | Includes index Includes bibliographical references and index Take a more active role in strategic asset allocation A Practical Guide to Goals-Based Wealth Management is amanual for protecting and growing client wealth in a way thatchanges both the services and profitability of the firm. Written bya 35-year veteran of international wealth education and analysis, this informative guide explains a new approach to wealth managementthat allows individuals to take on a more active role in theallocation of their assets. Coverage includes a detailedexamination of the goals-based approach, including what works andwhat needs to be revisited, and a clear, understa |
| Beschreibung: | 1 Online-Ressource |
| ISBN: | 9781118995938 1118995937 9781118995952 1118995953 9781119025306 1119025303 1118995902 9781118995907 |
Internformat
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| 245 | 1 | 0 | |a Goals-based wealth management |b an integrated and practical approach to changing the structure of wealth advisory practices |c Jean L.P. Brunel |
| 264 | 1 | |a Hoboken, New Jersey |b John Wiley & Sons, Inc. |c [2015] | |
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| 500 | |a Take a more active role in strategic asset allocation A Practical Guide to Goals-Based Wealth Management is amanual for protecting and growing client wealth in a way thatchanges both the services and profitability of the firm. Written bya 35-year veteran of international wealth education and analysis, this informative guide explains a new approach to wealth managementthat allows individuals to take on a more active role in theallocation of their assets. Coverage includes a detailedexamination of the goals-based approach, including what works andwhat needs to be revisited, and a clear, understa | ||
| 650 | 4 | |a Investment advisors | |
| 650 | 4 | |a Portfolio management | |
| 650 | 4 | |a Wealth / Management | |
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| 650 | 4 | |a Portfolio management | |
| 650 | 4 | |a Wealth / Management | |
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Datensatz im Suchindex
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| author | Brunel, Jean L. P. |
| author_facet | Brunel, Jean L. P. |
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| dewey-full | 332.6 |
| dewey-hundreds | 300 - Social sciences |
| dewey-ones | 332 - Financial economics |
| dewey-raw | 332.6 |
| dewey-search | 332.6 |
| dewey-sort | 3332.6 |
| dewey-tens | 330 - Economics |
| discipline | Wirtschaftswissenschaften |
| format | Electronic eBook |
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| illustrated | Not Illustrated |
| indexdate | 2024-07-10T07:24:53Z |
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| spelling | Brunel, Jean L. P. Verfasser aut Goals-based wealth management an integrated and practical approach to changing the structure of wealth advisory practices Jean L.P. Brunel Hoboken, New Jersey John Wiley & Sons, Inc. [2015] 1 Online-Ressource txt rdacontent c rdamedia cr rdacarrier Wiley finance series Includes index Includes bibliographical references and index Take a more active role in strategic asset allocation A Practical Guide to Goals-Based Wealth Management is amanual for protecting and growing client wealth in a way thatchanges both the services and profitability of the firm. Written bya 35-year veteran of international wealth education and analysis, this informative guide explains a new approach to wealth managementthat allows individuals to take on a more active role in theallocation of their assets. Coverage includes a detailedexamination of the goals-based approach, including what works andwhat needs to be revisited, and a clear, understa Investment advisors Portfolio management Wealth / Management BUSINESS & ECONOMICS / Finance bisacsh Wirtschaft Erscheint auch als Druck-Ausgabe, Hardcover 978-1-118-99590-7 https://onlinelibrary.wiley.com/doi/book/10.1002/9781119025306 Verlag URL des Erstveröffentlichers Volltext |
| spellingShingle | Brunel, Jean L. P. Goals-based wealth management an integrated and practical approach to changing the structure of wealth advisory practices Investment advisors Portfolio management Wealth / Management BUSINESS & ECONOMICS / Finance bisacsh Wirtschaft |
| title | Goals-based wealth management an integrated and practical approach to changing the structure of wealth advisory practices |
| title_auth | Goals-based wealth management an integrated and practical approach to changing the structure of wealth advisory practices |
| title_exact_search | Goals-based wealth management an integrated and practical approach to changing the structure of wealth advisory practices |
| title_full | Goals-based wealth management an integrated and practical approach to changing the structure of wealth advisory practices Jean L.P. Brunel |
| title_fullStr | Goals-based wealth management an integrated and practical approach to changing the structure of wealth advisory practices Jean L.P. Brunel |
| title_full_unstemmed | Goals-based wealth management an integrated and practical approach to changing the structure of wealth advisory practices Jean L.P. Brunel |
| title_short | Goals-based wealth management |
| title_sort | goals based wealth management an integrated and practical approach to changing the structure of wealth advisory practices |
| title_sub | an integrated and practical approach to changing the structure of wealth advisory practices |
| topic | Investment advisors Portfolio management Wealth / Management BUSINESS & ECONOMICS / Finance bisacsh Wirtschaft |
| topic_facet | Investment advisors Portfolio management Wealth / Management BUSINESS & ECONOMICS / Finance Wirtschaft |
| url | https://onlinelibrary.wiley.com/doi/book/10.1002/9781119025306 |
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