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Goals-Base Wealth Management: An Integrated and Practical Approach to Changing the Structure of Wealth Advisory Practices

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CONTENTS
Part One The Integrated Wealth Management Challenge
Chapter 1 Many Interrelated Disciplines
Chapter 2 An Example of a Crucial Interaction: Tax-Efficiency
Chapter 3 The Need for a Financial Interpreter

Part Two Investment Policy Formulation: Goals-Based Allocation
Chapter 4 A Brief Journey through Institutionsl Theory
Chapter 5 Mapping Institutional and Individual Issues
Chapter 6 Goals-Based Strategic Asset Allocation

Part Three Goals-Based Wealth Management Implementation
Chapter 7 Dealing with the Implications of the Process
Chapter 8 Creating Goals Modules
Chapter 9 Wokring to Understand Client Goals and Goal Allocations
Chapter 10 Finalizing a Goals-Based Policy Allocation
Chapter 11 Managing the Portfolio Tactically
Chapter 12 Portfolio Reporting

Part Four Managing an Advisory Practice
Chapter 13 The Currently Typical Firm Structure
Chapter 14 Teams Versus Individuals
Chapter 15 An Alternative Structure

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Availability

5555132266

332.6 BRU g

Pusat (Sirkulasi)

Available

Detail Information

Series Title

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Call Number

332.6 BRU g

Publisher

New Jersey : John Wiley & Sons., 2015

Collation

xxi, 249p.; 15.5 x 23.5 cm.

Language

English

ISBN/ISSN

978-1-118-99590-7

Classification

332.6

Content Type

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Media Type

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Carrier Type

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Edition

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Subject(s)

PORTFOLIO MANAGEMENT
WEALTH MANAGEMENT
INVESTMENT ADVISORS

Specific Detail Info

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Statement of Responsibility

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