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Goals-based wealth management[electr...

Brunel, Jean L. P.

Goals-based wealth management[electronic resource] :an integrated and practical approach to changing the structure of wealth advisory practices /

紀錄類型:	書目-電子資源 : Monograph/item
杜威分類號:	332.6
書名/作者:	Goals-based wealth management : an integrated and practical approach to changing the structure of wealth advisory practices // Jean L.P. Brunel.
作者:	Brunel, Jean L. P.
出版者:	Hoboken, NJ : : John Wiley & Sons,, c2015.
面頁冊數:	1 online resource.
附註:	Includes index.
標題:	Portfolio management.
標題:	Wealth - Management.
標題:	Investment advisors.
ISBN:	9781119025306 (electronic bk.)
ISBN:	1119025303 (electronic bk.)
電子資源:	http://onlinelibrary.wiley.com/book/10.1002/9781119025306

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

Goals-based wealth managementan integrated and practical approach to changing the structure of wealth advisory practices /[electronic resource] :Jean L.P. Brunel. - 1st ed. - Hoboken, NJ :John Wiley & Sons,c2015. - 1 online resource. - Wiley finance series. - Wiley finance series..

Includes index.

ISBN: 9781119025306 (electronic bk.)

LCCN: 2014042476Subjects--Topical Terms:

177532
Portfolio management.

LC Class. No.: HG4529.5

Dewey Class. No.: 332.6

Goals-based wealth management[electronic resource] :an integrated and practical approach to changing the structure of wealth advisory practices /
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500 $a Includes index.
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588 $a Description based on print version record.
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