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Goals-based Wealth Management

An Integrated and Practical Approach to Changing the Structure of Wealth Advisory Practices


Creator
ISBN
9781119025306,
1119025303,
Language
English
Category

Description

Take a more active role in strategic asset allocation A Practical Guide to Goals-Based Wealth Management is amanual for protecting and growing client wealth in a way thatchanges both the services and profitability of the firm. Written bya 35-year veteran of international wealth education and analysis,this informative guide explains a new approach to wealth managementthat allows individuals to take on a more active role in theallocation of their assets. Coverage includes a detailedexamination of the goals-based approach, including what works andwhat needs to be revisited, and a clear, understa.