Goals-Based Wealth ManagementGoals-Based Wealth Management

Goals-Based Wealth Management
Author : Jean L. P. Brunel
Publisher : John Wiley & Sons
Total Pages : 272
Release : 2015-03-16
ISBN 10 : 9781118995907
ISBN 13 : 1118995902
Language : EN, FR, DE, ES & NL

Goals-Based Wealth Management Book Description:

Take a more active role in strategic asset allocation Goals-Based Wealth Management is a manual for protecting and growing client wealth in a way that changes both the services and profitability of the firm. Written by a 35-year veteran of international wealth education and analysis, this informative guide explains a new approach to wealth management that allows individuals to take on a more active role in the allocation of their assets. Coverage includes a detailed examination of the goals-based approach, including what works and what needs to be revisited, and a clear, understandable model that allows advisors to help individuals to navigate complex processes. The companion website offers ancillary readings, practice management checklists, and assessments that help readers secure a deep understanding of the key ideas that make goals-based wealth management work. The goals-based wealth management approach was pioneered in 2002, but has seen a slow evolution and only modest refinements largely due to a lack of wide-scale adoption. This book takes the first steps toward finalizing the approach, by delineating the effective and ineffective aspects of traditional approaches, and proposing changes that could bring better value to practitioners and their clients. Understand the challenges faced by the affluent and wealthy Examine strategic asset allocation and investment policy formulation Learn a model for dealing with the asset allocation process Learn why the structure of the typical advisory firm needs to change High-net-worth individuals face very specific challenges. Goals-Based Wealth Management focuses on how those challenges can be overcome while adhering to their goals, incorporating constraints, and working within the individual's frame of reference to drive strategic allocation of their financial assets.

Goals-Based Wealth Management
Language: en
Pages: 272
Authors: Jean L. P. Brunel
Categories: Business & Economics
Type: BOOK - Published: 2015-03-16 - Publisher: John Wiley & Sons

Take a more active role in strategic asset allocation Goals-Based Wealth Management is a manual for protecting and growing client wealth in a way that changes b
Goals-Based Wealth Management
Language: en
Pages: 272
Authors: Jean L. P. Brunel
Categories: Business & Economics
Type: BOOK - Published: 2015-02-20 - Publisher: John Wiley & Sons

Take a more active role in strategic asset allocation Goals-Based Wealth Management is a manual for protecting and growing client wealth in a way that changes b
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Language: en
Pages: 241
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Categories: Business & Economics
Type: BOOK - Published: 2021-10-26 - Publisher: McGraw Hill Professional

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Language: en
Pages: 34
Authors: Sanjiv Ranjan Das
Categories:
Type: BOOK - Published: 2018 - Publisher:

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Language: en
Pages: 300
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Categories: Business & Economics
Type: BOOK - Published: 2022-12-08 - Publisher: Wiley

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Language: en
Pages: 144
Authors: David M. Berns
Categories: Business & Economics
Type: BOOK - Published: 2020-06-03 - Publisher: John Wiley & Sons

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FinTech Innovation
Language: en
Pages: 180
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Categories: Business & Economics
Type: BOOK - Published: 2016-09-26 - Publisher: John Wiley & Sons

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Goal-based Investing: Theory And Practice
Language: en
Pages: 324
Authors: Romain Deguest
Categories: Business & Economics
Type: BOOK - Published: 2021-07-13 - Publisher: World Scientific

Goal-based investing is a new paradigm that is expected to have a profound and long-lasting impact on the wealth management industry. This book presents the con
Family Wealth Management
Language: en
Pages: 352
Authors: Mark Haynes Daniell
Categories: Business & Economics
Type: BOOK - Published: 2013-11-18 - Publisher: John Wiley & Sons

Discusses how to establish a clear family vision and a sound wealth management strategy, how to create a practical investment framework, and how to set a long-t
Behavioral Finance for Private Banking
Language: en
Pages: 256
Authors: Kremena K. Bachmann
Categories: Business & Economics
Type: BOOK - Published: 2018-06-06 - Publisher: John Wiley & Sons

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