What does ChatGPT say about the differences between goal-based investing, financial and wealth planning?
To follow-up on our recent blog post about financial planning, cash flow planning and goals-based investing, we asked ChatGPT the same question. This came out:
Goals-based investing: a widely used term without an all-encompassing definition
Goal-based investing represents the next level of client-centricity. We define the key functions of goals-based investing that separate it from financial or cash flow planning.
3rd-eyes analytics has been selected as a WealthTech 100 company
We are happy to have been selected as a WealthTech 100 company by Fintech Global.
Personalisation is the key to success in private banking
Personalisation is the key to success in private banking according to a new study by McKinsey.
Investors should protect the purchasing power of their assets
It is essential to consider the impact of inflation and climate change in wealth planning.
radicant and 3rd-eyes analytics in technology partnership
Zurich, 10 January 2023 – radicant bank ag (radicant) [...]