Clients and their advisers once considered a single financial objective: to maximise portfolio returns subject to an acceptable level of volatility.
An investment philosophy is based on the intractable belief you have in the principles and practices that guide your decision-making.
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...
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."
Advisers need to focus on goals-based investing as more clients move into retirement, Jeff Rogers writes
Is robo advice another nail in the coffin for those who already feel disengaged with a super system that doesn’t support them?
There has been a lot of debate over the years about whether active fund managers add value.