RBWM: Concepts and Practice · Part D: Wealth Management

Chapter 18: Wealth management: why it matters

Why banks offer it, and how it is done: the planning process, goals, risk profiles, the rules and the estate.

Buyers of the e-book, or of the print copy, which includes it, read the whole chapter. Everyone can read the free sample, pages 1 to 24 of the e-book.

In this chapter

• 18.1Meaning, need and scopep. 241
• 18.2Process and life cyclep. 242
• 18.3Retirement and the estatep. 243
• 18.4Risk and asset allocationp. 244
• 18.5Distributor or adviserp. 245
• Exam traps and quick checksp. 246
• Practice: 16 questions in three roundsp. 247
• Answers, with every wrong option explainedp. 249
• Make it stickp. 251
• Chapter 18 on one pagep. 252

Corrections and updates

None for this chapter so far. Every correction to the book, and any rule that changes after its date, is listed on the errata page.