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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 : John Wiley & Sons, Inc., c.2015. - xxi, 249 p. : ill. ; 24 cm. - Wiley Finance Series .

Index : p. 237-249.

Includes bibliographical references.

ISBN: 9781118995907

Subjects--Topical Terms:
Investment.
Wealth management.

Subjects--Geographic Terms:

Subjects--Index Terms:

Dewey Class. No.: 332.6 / BRU