For Jean L.P. Brunel, CFA, managing principal of Brunel Associates and author of Goals-Based Wealth Management, identifying a client’s goals is at the heart of integrated wealth planning.
Our paper comprise a framework for goals-based investing.
Jamie Williamson with the IFA, writes "financial advisers making the switch to goals-based advice must ensure they are adequately covered with professional indemnity insurance."
With reference...
An investment philosophy is based on the intractable belief you have in the principles and practices that guide your decision-making.
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