Goals-based wealth management : an integrated and practical approach to changing the structure of wealth advisory practices /

Brunel, Jean L. P.,

Goals-based wealth management : an integrated and practical approach to changing the structure of wealth advisory practices / Jean L.P. Brunel. - 1 online resource (274 pages). - Wiley Finance Series . - Wiley finance series. .

Includes index.

9781118995952 (e-book)


Portfolio management.
Wealth--Management.
Investment advisors.


Electronic books.

HG4529.5 / .B777 2015

332.6