Goal-Based Wealth Management in Practice-Reference-Cited by-同舟云学术

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Goal-Based Wealth Management in Practice

Published:2011-10-31 Issue:3 Volume:14 Page:17-26
ISSN:1534-7524
Container-title:The Journal of Wealth Management
language:en
Short-container-title:JWM

Author:

Brunel Jean L.P.

Publisher

Pageant Media US

Cited by 12 articles. 订阅此论文施引文献订阅此论文施引文献，注册后可以免费订阅5篇论文的施引文献，订阅后可以查看论文全部施引文献

1. Goal-based investing with goal postponement: multistage stochastic mixed-integer programming approach;Annals of Operations Research;2024-08-30

2. Using Classification Techniques to Accelerate Client Discovery: A Case Study for Wealth Management Services;Proceedings of the Future Technologies Conference (FTC) 2023, Volume 3;2023

3. A 'Plug-and-Play' Goal-Based Dynamic Asset Allocation Model with Genetic Algorithms;SSRN Electronic Journal;2022

4. Criteria affecting Taiwan wealth management banks in serving high-net-worth individuals during COVID-19: a DEMATEL approach;Journal of Financial Services Marketing;2021-06-04

5. Savings goals and wealth allocation in household financial portfolios;Journal of Banking & Finance;2021-03

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