Goals-based wealth management :
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 : John Wiley & Sons, Inc., c.2015. - xxi, 249 p. : ill. ; 24 cm. - Wiley Finance Series .
Index : p. 237-249.
Includes bibliographical references.
9781118995907
Investment.
Wealth management.
332.6 / BRU
Goals-based wealth management : an integrated and practical approach to changing the structure of wealth advisory practices / Jean L. P. Brunel. - Hoboken : John Wiley & Sons, Inc., c.2015. - xxi, 249 p. : ill. ; 24 cm. - Wiley Finance Series .
Index : p. 237-249.
Includes bibliographical references.
9781118995907
Investment.
Wealth management.
332.6 / BRU