{"product_id":"goals-based-wealth-management-an-integrated-and-practical-approach-to-changing-the-structure-of-wealth-advisory-practices-9781118995907","title":"Goals-Based Wealth Management: An Integrated and Practical Approach to Changing the Structure of Wealth Advisory Practices","description":"\u003cb\u003eTake a more active role in strategic asset allocation\u003c\/b\u003e \u003cp\u003e\u003ci\u003eGoals-Based Wealth Management\u003c\/i\u003e 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.\u003c\/p\u003e \u003cp\u003eThe 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.\u003c\/p\u003e \u003cul\u003e \u003cli\u003eUnderstand the challenges faced by the affluent and wealthy\u003c\/li\u003e \u003cli\u003eExamine strategic asset allocation and investment policy formulation\u003c\/li\u003e \u003cli\u003eLearn a model for dealing with the asset allocation process\u003c\/li\u003e \u003cli\u003eLearn why the structure of the typical advisory firm needs to change\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003eHigh-net-worth individuals face very specific challenges. \u003ci\u003eGoals-Based Wealth Management\u003c\/i\u003e 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.\u003c\/p\u003e\u003cbr\u003e\u003cbr\u003e\u003cbr\u003e\u003cb\u003eAbout the Author\u003c\/b\u003e\u003cbr\u003e\u003cp\u003e\u003cb\u003eJEAN BRUNEL, CFA, \u003c\/b\u003e is the managing principal of Brunel Associates, a firm that serves ultra-high-net- worth individuals and their advisors. Formerly he was the chief investment officer of J.P. Morgan's global private bank and a director and member of the Executive Committee of J.P. Morgan Investment Management, Inc. He has been the editor of the \u003ci\u003eJournal of Wealth Management\u003c\/i\u003e since 1998 and the author of \u003ci\u003eIntegrated Wealth Management: The New Direction for Portfolio Managers\u003c\/i\u003e, as well as many peer-reviewed articles. He received the C. Stewart Shepard award from the CFA Institute in 2011, the Multi-Family Office CIO of the year award from the Family Office Review in 2012 and the inaugural Investments \u0026amp; Wealth Management Institute J. Richard Joyner Wealth Management Impact award in 2015.\u003cbr\u003e\u003c\/p\u003e","brand":"Wiley","offers":[{"title":"Default Title","offer_id":50848664256786,"sku":"9781118995907","price":43.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0831\/4771\/8930\/files\/img_9a69620e-a2a8-491f-bc35-72ab24d32d9c.jpg?v=1737379894","url":"https:\/\/surprise-castle.myshopify.com\/products\/goals-based-wealth-management-an-integrated-and-practical-approach-to-changing-the-structure-of-wealth-advisory-practices-9781118995907","provider":"Surprise Castle","version":"1.0","type":"link"}