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.
Objective-Based Investing (OBI for short) is an investment approach that seeks to align investments and portfolios with the client’s specific needs and objectives. The...
It is not easy being a financial adviser. As fund managers it is our job to deliver the best
returns we possibly can with the mandate...
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