REFLECTIONS OF A GOALS-BASED JOURNEY :
INVESTING AND PLANNING
- Michael Zambon, Nikhil Sharma and Charles Wang
Published: 11 May 2020
While COVID-19 has rattled lives and markets in an unprecedented manner, the need for a holistic style of management of accounts has not diminished. If anything, recent events have shone a light on the importance of goals-based investing, which provides clients a greater sense of security and reassurance by monitoring progress to goals. While the full impact of COVID-19 is yet to be determined, it’s imperative that wealth management firms don’t lose sight of achieving their client promise of a true goals-based investment solution. Read our latest white paper to learn more.