PT  - JOURNAL ARTICLE
AU  - Jean L. P. Brunel
ED  - Scott, Cathy
TI  - Practical Applications of Goals-Based Investing for Private Clients
AID  - 10.3905/cfa.2015.2.001
DP  - 2015 Apr 30
TA  - Practical Applications
PG  - 1--4
VI  - 2
IP  - CFA
4099  - https://pm-research.com/content/2/CFA/1.1.short
4100  - https://pm-research.com/content/2/CFA/1.1.full
AB  - Goals-Based Investing for Private Clients Jean L. P Brunel In his presentation to delegates at the 68th Annual CFA Institute Annual Conference , Jean Brunel—Managing Principal of Brunel Associates—urged wealth managers and advisors to high-net-worth individuals to adopt a process he calls sequencing, and he explained how it differs to the approach employed on behalf of institutions.In an exclusive, pre-conference interview with Institutional Investor Journals , Brunel expressed his frustration over the industry’s slow take-up of goals-based investing and discussed what it is he hopes to achieve with his new book, Goals-Based Wealth Management: An Integrated and Practical Approach to Changing the Structure of Wealth Advisory Practices ( Wiley Finance ).TOPICS: Wealth management, portfolio construction