Robert Coyte, chief executive of non-bank licensee Shartru Wealth, writes an interesting and balanced opinion piece discussing the rise of goals based advice. Stirring up discussion between practitioners, Coyte busts some of the misconceptions surrounding the concept and how it can be applied throughout the industry to effect positive change.
There has been a lot of debate over the years about whether active fund managers add value.
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...
Identifying a client’s goals is at the heart of integrated wealth planning.
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