Goals-Based Wealth Management

An Integrated and Practical Approach to Changing the Structure of Wealth Advisory Practices Lançado em abril de 2016 (ePub) em Inglês
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    • Data de lançamento abril 2016
      Editor Wiley
      Formato ePub

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    • Take a more active role in strategic asset allocationGoals-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... Ver mais

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    Resumo Goals-Based Wealth Management

    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.

    Características detalhadasGoals-Based Wealth Management

    • Editor Wiley
    • Data de lançamento abril 2016
    • Coleção WILEY FINANCE
    • EAN 978-1118995938
    • ISBN 9781118995938

    CARACTERÍSTICAS DO EBOOK

    • Formato ePub
    • Editor Wiley
    • Data de lançamento abril 2016
    • Coleção WILEY FINANCE
    • EAN 9781118995938
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