RT Journal Article
SR Electronic
T1 Increasing Investor Happiness with Holistic and Goal-Based Investment Advice
JF The Journal of Wealth Management
FD Institutional Investor Journals
SP 22
OP 28
DO 10.3905/jwm.2018.20.4.022
VO 20
IS 4
A1 Philippe Rohner
A1 Matthias W. Uhl
YR 2018
UL https://pm-research.com/content/20/4/22.abstract
AB 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.TOPICS: Wealth management, in wealth management