Gerelateerde insights
-
10 juli 2018Financial advice going digitalOnline financial client platforms are on the rise and changing traditional financial advice.
-
10 juli 2017Risicoprofilering passend bij een klantgericht adviesBepaalt u het risicoprofiel nog steeds per beleggingsportefeuille, of wordt het risicoprofiel per doelstelling of op klantniveau leidend?
-
14 juni 2016Guided investment advice with Goal-based Financial PlanningWhy do your clients invest? What ambitions do they seek to fulfill with their assets? Does the current investment portfolio optimally fit your client’s ambitions and appetite for risk? Questions like these get to the heart of Goalbased Financial Planning.