14 February 2023Welcome 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.
09 February 2021Goal Priorities in Multi-Goal Based Planning
Increase client engagement and further improve the value and quality of advice by adopting a goal-based approach. As financial advice shifts more and more to a client-centric approach, bank and wealth managers must ensure the product they are selling matches the goals of their clients. Learn more on how to become THE wealth coach for your clients in our blog.
17 December 2020How Climate Change may affect Retail Wealth Advice
While institutional investors are already incorporating the risks and opportunities of ClimateChange into their policies, this is still barely the case for retail investors and their advisors. How may the potential consequences of Climate Change affect the perspective on expected rate of return? And how does this perspective impact decision-making for retail investors? With this series of blogs, we would like to give you a little sneak peek into our own innovation roadmap. In the next few months, we will publish several blogs and discuss our developments on some important components of the advice process. Read the third article of the blog series here.
18 November 2020Boost the Added Value of Advice with Goal Monitoring
Recent turbulence on the financial markets and the current uncertainty around the global economy highlight the necessity for frequently updated plans and goal-based strategies. Common market practice to provide a static plan to help clients reach their financial objectives, based on past performance only, is outdated. The technology to help advisors improve the investment decision making of their clients in a cost-effective and efficient way is available, so why wait?
23 July 2020Boost the added value of advice with goal monitoring
Our back test and forward-looking analysis find that this methodology leads to better results than current market practice, making use of a static strategy. With goal monitoring, advisors have the tools that proactively help to add value to their clients. This will not only increase client engagement and retention, but also run their business efficiently.
01 July 2020Innovation in Goal Based Planning
We have seen that business can rapidly change due to unforeseen circumstances. Our solution gives clients and advisors access to goal based planning through realistic portfolio projections. With this series of blogs, we would like to give you a little sneak peek into our own innovation roadmap.