Goals-based wealth management : : an integrated and practical approach to changing the structure of wealth advisory practices / / Jean L.P. Brunel.
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Superior document: | Wiley Finance Series |
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Place / Publishing House: | Hoboken, New Jersey : : John Wiley & Sons,, 2015. 2015 |
Year of Publication: | 2015 |
Language: | English |
Series: | Wiley finance series.
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Online Access: | |
Physical Description: | 1 online resource (274 pages). |
Notes: | Includes index. |
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ISBN: | 9781118995907 9781118995952 (ebook) |
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Hierarchical level: | Monograph |
Statement of Responsibility: | Jean L.P. Brunel. |