By harnessing the benefits of goals-based financial planning, leveraging the right technologies, and ensuring clients have access to diversified portfolios, advisers can help secure the future for millions of people, writes Ian Love
In an era marked by economic uncertainty and market volatility against a backdrop of increasing lifespans, a key concern for many is their future financial security. More than ever, advisers have an opportunity to differentiate themselves in helping clients navigate this storm while keeping a steady eye on the horizon to achieving their financial goals. The human factor Investors' behavioural biases often become most prominent—and potentially problematic—when the market is tumultuous. Natural tendencies to question long-term investment strategies and overthink market shifts can...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes