| Description |
1 online resource (xxi, 249 pages) : illustrations |
| Note |
Includes index. |
| Bibliography |
Includes bibliographical references and index. |
| Contents |
Part one. Integrated wealth management challenge -- Chapter 1. Many interrelated disciplines -- Chapter 2. An example of a crucial interaction: tax-efficiency -- Chapter 3. The need for a financial interpreter -- Part two. Investment policy formulation: goals-based allocation -- Chapter 4. A brief journey through institutional theory -- Chapter 5. Mapping institutional and individual issues -- Chapter 6. Goals-based strategic asset allocation -- Part three. Goals-based wealth management implementation -- Chapter 7. Dealing with the implications of the process -- Chapter 8. Creating goals modules -- Chapter 9. Working to understand client goals and goal allocations -- Chapter 10. Finalizing a goals-based policy allocation -- Chapter 11. Managing the portfolio tactically -- Chapter 12. Portfolio reporting -- Part four. Managing an advisory practice -- Chapter 13. The currently typical firm structure -- Chapter 14. Teams versus individuals -- Chapter 15. An alternative structure. |
| Summary |
"Take a more active role in strategic asset allocation Goals-Based Wealth Management is amanual 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 informative guide explains a new approach to wealth management that allows individuals to take on a more active role in the allocation of their assets. Coverage includes a detailed examination of the goals-based approach, including what works and what needs to be revisited, and a clear, understandable model that allows advisors to help individuals to navigate complex processes."-- Provided by publisher |
| Subject |
Portfolio management.
|
|
Wealth -- Management.
|
|
Investment advisors.
|
|
Gestion de portefeuille. |
|
Richesse -- Gestion. |
|
Conseillers en placements. |
|
investment counsels. |
|
Investment advisors |
|
Portfolio management |
| Other Form: |
Print version: Brunel, Jean L.P. Goals-based wealth management. Hoboken, New Jersey : John Wiley & Sons, Inc., [2015] 9781118995907 (DLC) 2014040792 |
| ISBN |
9781118995938 (epub) |
|
1118995937 (epub) |
|
9781118995952 (pdf) |
|
1118995953 (pdf) |
|
9781119025306 |
|
1119025303 |
|
1118995902 |
|
9781118995907 |
|
(cloth/website) |
|
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