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Goals-based wealth management :an integrated and practical approach to changing the structure of wealth advisory practices /

紀錄類型:	書目-語言資料,印刷品 : 單行本
正題名/作者:	Goals-based wealth management :/ Jean L.P. Brunel.
其他題名:	an integrated and practical approach to changing the structure of wealth advisory practices /
作者:	Brunel, Jean L. P.
出版者:	Hoboken, New Jersey :John Wiley & Sons, Inc.,c2015.
面頁冊數:	xxi, 249 p. :ill. ;24 cm.
附註:	Includes index.
標題:	Investment advisors. -
ISBN:	9781118995907 (cloth/website) :

Goals-based wealth management :an integrated and practical approach to changing the structure of wealth advisory practices /
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, New Jersey :John Wiley & Sons, Inc.,c2015. - xxi, 249 p. :ill. ;24 cm. - Wiley finance series.

Includes index.

ISBN: 9781118995907 (cloth/website) :NT1830

LCCN: 2014040792Subjects--Topical Terms:

152002
Investment advisors.

LC Class. No.: HG4529.5 / .B777 2015

Dewey Class. No.: 332.6

Goals-based wealth management :an integrated and practical approach to changing the structure of wealth advisory practices /
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