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Chapter Overview
Chapter 1: AudiobookHub Recommendation
Chapter 2: The financial-services sector is continually evolving and transforming over time, rapidly.
Chapter 3: Goals-based investing serves as an antidote to modern portfolio theory's well-known limitations.
Chapter 4: Advisors and investors must recognize cognitive biases and understand how they can influence their investment decisions over time significantly.
Chapter 5: Even with passive investing’s ascent, active management still retains its important role.
Chapter 6: Alternative assets and sustainable investing are increasingly appealing choices.
Chapter 7: Goals-based investing requires an analysis of what you seek to achieve through investing.
Description
Goals-Based Investing (2022) explains how the wealth management industry is transforming, how modern portfolio theory is no longer considered modern, and how product evolution and regulatory changes are making it easier for investors and advisors to access market segments that were once the exclusive domain of large institutes.
Who Should Listen
- Financial advisors who are lifelong learners
- High- and Ultra-high-net-worth investors and families
- Anyone interested in how goals-based investing works