Financial planning as a wealth management service – appreciated by clients, but rarely paid for
Financial planning is highly valued by clients. However, they often miss advice that combines "financial planning" and "investment advice".
The Strategic Advantage of Integrating Modern Software Architecture in Legacy Environments
We discuss the strategic advantage of being able to integrate modern software architecture into a legacy environment.
Why Modern Portfolio Theory is useless for wealth planning
Modern portfolio theory is still frequently used today for goal-based investment. However, this is not suitable. Find out why.
How can you derive the optimal strategic asset allocation?
Wealth managers need to provide a solution that tailors the investment strategy to each customer’s personal needs and preference
Why goal-based advice should form the basis for each advisory process
The classical advisory approach based on the risk profiling required by regulators hardly creates tangible value for private clients.
The benefits of a goal-based advisory process built on a realistic risk framework
With a bespoke asset allocation, the probability of achieving your client's financial goal is significantly higher.
