Increasing Investor Happiness with Holistic and Goal-Based Investment Advice
Journal of Wealth Management, 20 (4), pp. 22-28
Posted: 20 May 2019
Date Written: January 1, 2018
Abstract
A holistic wealth overview coupled with goal-based investing is the basis for excellent wealth management and increased investor happiness. Potentially innovative technologies and a shift in focus of financial advisors will offer the tools clients need to understand and manage their holistic wealth situation, empowering them to gain full control over their wealth and to avoid behavioral biases.
Keywords: Wealth Management, Holistic Advice, Goal-Based Investing, Investor Happiness
JEL Classification: G10, G11
Suggested Citation: Suggested Citation
Uhl, Matthias and Rohner, Philippe and Rohner, Philippe, Increasing Investor Happiness with Holistic and Goal-Based Investment Advice (January 1, 2018). Journal of Wealth Management, 20 (4), pp. 22-28, https://doi.org/10.3905/jwm.2018.20.4.022, Available at SSRN: https://ssrn.com/abstract=3051143
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