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Goals-based wealth management : an integrated and practical approach to changing the structure of wealth advisory practices

紀錄類型:	書目-語言資料,印刷品 : 單行本
副題名:	an integrated and practical approach to changing the structure of wealth advisory practices
作者:	BrunelJean L. P.,
出版地:	Hoboken, New Jersey
出版者:	John Wiley & Sons, Inc.;
出版年:	c2015
面頁冊數:	xxi, 249 pages ill. :
集叢名:	Wiley finance series
標題:	Investment advisors. -
標題:	Portfolio management. -
標題:	Wealth - Management. -
ISBN:	978-1-118-99590-7bound

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

Goals-based wealth management : an integrated and practical approach to changing the structure of wealth advisory practices / Jean L.P. Brunel - Hoboken, New Jersey : John Wiley & Sons, Inc., c2015. - xxi, 249 pages ; ill.. - (Wiley finance series).
Includes index..
ISBN 978-1-118-99590-7
Investment advisors.Portfolio management.Wealth -- Management.

Goals-based wealth management : an integrated and practical approach to changing the structure of wealth advisory practices
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