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The Journal of Wealth Management

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Article

Increasing Investor Happiness with Holistic and Goal-Based Investment Advice

Philippe Rohner and Matthias W. Uhl
The Journal of Wealth Management Spring 2018, 20 (4) 22-28; DOI: https://doi.org/10.3905/jwm.2018.20.4.022
Philippe Rohner
is a senior investment specialist at FLYNT Bank AG and a lecturer at the University of Zurich, Department of Banking and Finance in Zurich, Switzerland
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Matthias W. Uhl
is the CIO at FLYNT Bank AG and a lecturer at the University of Zurich, Department of Banking and Finance in Zurich, Switzerland
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Abstract

A holistic wealth overview coupled with goal-based investing is the basis for excellent wealth management and increased investor happiness. Potentially innovative technologies and a shift in focus of financial advisors will offer the tools clients need to understand and manage their holistic wealth situation, empowering them to gain full control over their wealth and to avoid behavioral biases.

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The Journal of Wealth Management: 20 (4)
The Journal of Wealth Management
Vol. 20, Issue 4
Spring 2018
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Increasing Investor Happiness with Holistic and Goal-Based Investment Advice
Philippe Rohner, Matthias W. Uhl
The Journal of Wealth Management Jan 2018, 20 (4) 22-28; DOI: 10.3905/jwm.2018.20.4.022

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Increasing Investor Happiness with Holistic and Goal-Based Investment Advice
Philippe Rohner, Matthias W. Uhl
The Journal of Wealth Management Jan 2018, 20 (4) 22-28; DOI: 10.3905/jwm.2018.20.4.022
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  • Article
    • Abstract
    • THE IMPORTANCE OF LIABILITIES AND NONBANKABLE ASSETS IN A TOTAL WEALTH CONTEXT
    • BEHAVIORAL BIASES ARE AMPLIFIED WHEN TOTAL WEALTH IS IGNORED
    • GOAL-BASED INVESTING
    • HOLISTIC AND GOAL-BASED WEALTH ADVICE LEADS TO INCREASED INVESTOR HAPPINESS
    • INCREASING INVESTOR HAPPINESS
    • APPENDIX
    • ENDNOTES
    • REFERENCES
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  • PDF (Subscribers Only)

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