Goals-based wealth management an integrated and practical approach to changing the structure of wealth advisory practices
Take a more active role in strategic asset allocation Goals-Based Wealth Management is a manual for protecting and growing client wealth in a way that changes both the services and profitability of the firm. Written by a 35-year veteran of international wealth education and analysis, this informativ...
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| Format: | eBook |
| Language: | Inglés |
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Hoboken, New Jersey :
John Wiley & Sons
2015.
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| Edition: | 1st edition |
| Series: | Wiley finance series.
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| Subjects: | |
| See on Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009629969706719 |
