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Goals-Based Wealth Management + Website - An Integrated and Practical Approach to Changing the Structure of Wealth Advisory Practices
Angleščina
103 b
Do 30 dni za vračilo
Goals-based wealth management, which was pioneered in 2002, has seen a slow evolution in the last few years. Goals-based policy formulation itself has only seen modest refinements, arguably in large measure because it has yet to be broadly adopted: we first need to see what really causes practical implementation challenges and what works well as is before we can finalize the full specification of the approach. This book is about sharing that experience. The book will discuss: Challenges experienced by the affluent and the wealthyIssues of strategic asset allocation or investment policy formulationA model which allows the reader to deal with the individual strategic asset allocation process despite the complexitiesA structure of the typical advisory firm and to the need to change itThe book focuses on the most important issue affecting the affluent: how their various goals, constraints and references should drive the strategic - or policy - allocation of their financial assets.
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