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

Author
Brunel, Jean L. P. [Browse]
Format
Book
Language
English
Published/​Created
  • Hoboken, New Jersey : John Wiley & Sons, Inc., [2015]
  • ©2015
Description
xxi, 249 pages : illustrations ; 24 cm.

Details

Subject(s)
Series
Wiley finance series
Notes
Includes 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.
Other title(s)
Integrated and practical approach to changing the structure of wealth advisory practices
ISBN
  • 9781118995907 ((cloth/website))
  • 1118995902 ((cloth/website))
LCCN
2014040792
OCLC
885229391
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