Goals-based wealth management : an integrated and practical approach to changing the structure of we - detaljert visning

Goals-based wealth management : an integrated and practical approach to changing the structure of wealth advisory practices /

Jean L. P. Brunel
Bok Engelsk 2015


Omfang	xxi, 249 sider : : illustrasjoner
Emner	Investment advisors. Portfolio management. Wealth - Management.
Dewey	332.6
ISBN	9781118995907