Goals-based wealth management : an integrated and practical approach to changing the structure of wealth advisory practices - Brunel, Jean L. P. (Hoboken, New Jersey : John Wiley & Sons, 2015)
Includes index.
Description based on print version record.
Electronic reproduction. Ann Arbor, MI : ProQuest, 2015. Available via World Wide Web. Access may be limited to ProQuest affiliated libraries.
Keywords: Portfolio management; Wealth -- Management; Investment advisors; Electronic books