Goals Based Advice is just the first step in Goals Based Investing.
In this video podcast (intended for financial advisers), Fraser Jack from Advice Intelligence Interviews:
- Matthew Walker, Managing Director, Dynamic Asset Managing Director
- Jerome Lander, Portfolio Manager, Dynamic Asset
- Jacqui Henderson, CEO, Advice Intelligence.
You'll learn:
- How Goals Based Investing differs from the traditional SAA approach
- Why Goals Based Investing is right for now and the future
- Some facinating insights into the perils of today's economy and the need to act differently.