Goals-based wealth management : an integrated and practical approach to changing the structure of wealth advisory practices
Title:
Goals-based wealth management : an integrated and practical approach to changing the structure of wealth advisory practices
Author:
Brunel, Jean L. P., author.
ISBN:
9781118995952
Personal Author:
Physical Description:
1 online resource (274 pages).
Series:
Wiley Finance Series
Wiley finance series.
General Note:
Includes index.
Local Note:
Electronic reproduction. Ann Arbor, MI : ProQuest, 2015. Available via World Wide Web. Access may be limited to ProQuest affiliated libraries.
Genre:
Electronic Access:
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