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eISBN : 9781118995952

Contents : An Integrated and Practical Approach to Changing theStructure of Wealth Advisory Practices
Acknowledgements
Preface
Introduction

Part 1: The Integrated Wealth ManagementChallenge

Chapter 1: Many interrelated disciplined
Chapter 2: An Example of a Crucial Interaction:Tax-efficiency
Chapter 3: The Need for a Financial Interpreter (Giventhe Complexity of the Investment Process)

Part 2: Investment Policy Formulation – Goals-BasedAllocation

Chapter 4: A Brief Journey through InstitutionalTheory
Chapter 5: Mapping Institutional and Individual Issues
Chapter 6: Goals-Based Strategic Asset Allocation

Part 3: Goals-Based Wealth Management Implementation

Chapter 7: Dealing with the Implications of theProcess
Chapter 8: Creating Goals Modules
Chapter 9: Working to Understand Client Goals and GoalAllocations
Chapter 10: Finalizing a Goals-based Policy Allocation
Chapter 11: Managing the Portfolio Tactically
Chapter 12: Portfolio Reporting

Part 4: Managing an Advisory Practice (And How thatCan Impact the Sustainability of Advisory Firms)

Chapter 13: The Currently Typical Firm Structure
Chapter 14: Teams versus Individuals
Chapter 15: An Alternative Structure
Conclusion
About the Companion Website
About the Author
Index

Language : English

Series : WILEY FINANCE SERIES

Place of publishing : TORONTO

Location : Nice Library

Material : Electronic

Statement : Présent

Owner : Bibliothèque