Discover how goals-based investment planning boosts trust and AuM -up to 15%- with dynamic insights and scalable client engagement.
11 August 2025
Beyond the portfolio
Discover how goals-based investment planning boosts trust and AuM -up to 15%- with dynamic insights and scalable client engagement.
24 June 2025
From compliance to client value: Evolving investment suitability in Canada
Transform investment suitability from a compliance burden to client value driver—insights from 20 leading Canadian wealth firms.
17 June 2024
In Pursuit of Financial Well-Being: The Role of Goals-Based Planning
Achieve financial well-being through goals-based planning. Learn how tailored financial advice and setting realistic goals can transform one’s financial future
Under regulations including Consumer Duty and MiFID II, suitability -or appropriateness of advice- is a focus area. Opportunity or threat for financial services?
25 July 2023
Welcome to the Ortec Finance Goals-Based Investing Podcast!
Join us for this journey into the evolution of a client-centric advisory model which identifies and monitors financial goals.