Goals-based wealth management: an integrated and practical approach to changing the structure of wealth advisory practices
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Hoboken, New Jersey
9781118995907
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xxi, 249 p.
24 cm.
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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.
| Access no. | Call number | Location | Status |
|---|---|---|---|
| 01867/16 | 332.6 Bru G | Library - 7th Floor | Available |
