Goals-based wealth management : an integrated and practical approach to changing the structure of wealth advisory practices / Jean L.P. Brunel.

By: Brunel, Jean L. P [author.]Material type: TextTextSeries: Wiley finance seriesPublisher: Hoboken, New Jersey : John Wiley & Sons, 2015Copyright date: 2015Description: 1 online resource (274 pages)Content type: text Media type: computer Carrier type: online resourceISBN: 9781118995952 (e-book)Subject(s): Portfolio management | Wealth -- Management | Investment advisorsGenre/Form: Electronic books.Additional physical formats: Print version:: Goals-based wealth management : an integrated and practical approach to changing the structure of wealth advisory practices.DDC classification: 332.6 LOC classification: HG4529.5 | .B777 2015Online resources: Click to View
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Includes index.

Description based on print version record.

Electronic reproduction. Ann Arbor, MI : ProQuest, 2015. Available via World Wide Web. Access may be limited to ProQuest affiliated libraries.

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