Brunel, Jean L. P., <br/><br/>
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. .
<br/><br/> Includes index. 
<br/><br/><label>ISBN: </label>9781118995952 (e-book) 
<br/><br/><label>Subjects--Topical Terms: </label><br/>Portfolio management.<br/>Wealth--Management.<br/>Investment advisors.
<br/><br/><label>Index Terms--Genre/Form: </label><br/>Electronic books.
<br/><br/><label>LC Class. No.: </label>HG4529.5   / .B777 2015 
<br/><br/><label>Dewey Class. No.: </label>332.6