Goals-Based Investing | Tony Davidow
Description: Addressing topical issues as: behavioral finance, active vs. passive investing, limitations with MPT, sustainable investing, and the role & use of alternative investments. Outlining key differences between private wealth management, global wealth management, and retail business models.
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The wealth management industry is at a key inflection point, with dramatic changes in the investing landscape, the types of investments, and manner in which advice will be delivered. Wealth advisors need to respond appropriately to these changes or risk being replaced by robots and algorithms. As challenging as the future seems, it will also present ample opportunities for those advisors that embrace the changes and evolve the way they do business.
Goals-Based Investing | Tony Davidow