2 results found
Strategies Finology

Portfolio design must evolve for the industry to survive (II)

Using the language of client values and behaviour will help build a foundation of trust, and assist investment advisers architect a portfolio that is in sync with clients' lives and values.

Wade Matterson | 0.50 CE
Finology

Portfolio design must evolve for the industry to survive

It is time to align client portfolios with risks they face - requiring a deep understanding and evidence-based approach to uncovering and forecasting client goals.

Wade Matterson | 0.50 CE