09 februari 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.
08 april 2020A health check for financial goals
With goal monitoring, advisors can have a real-time overview of whether their clients are on- or off track.
18 maart 2020What to do with infected financial plans?
The last couple of weeks have been extremely impactful as a result of the COVID-19 outbreak in all aspects. Most financial plans are suffering from an indirect infection by the virus as well. Should we stick to the plan?
03 februari 2020Is het optimaal als ik fiscaal vriendelijk naar de spaarrekening wordt gewezen?
Omdat ik niet optimaal gebruik maak van mijn jaarruimte aan pensioenopbouw, wilde ik onlangs een product openen om voor aanvulling op mijn inkomen te zorgen. Net zoals het pensioen dat ik spaar via mijn werkgever, wil ik dit vermogen beleggen. Tot mijn verbazing bleek dat het overgrote gedeelte van het productaanbod, zich slechts beperkt tot zeer laag renderende renteproducten. Hoe kan dit?
20 mei 2019How to increase clients' trust with Goal Based Planning?
Goal Based Planning (GBP) puts clients and their goals and aspirations at the center of the strategy and the decision-making process. With this approach, financial advisory is making a paradigm shift from taking a product-centric approach towards a client-centric one.