Goals-based Investing
About This Book
Goals-Based Investing (2022) explores the ongoing transformation of wealth management, demonstrating why modern portfolio theory has become outdated. The book reveals how product innovation and regulatory shifts now enable individual investors and advisors to participate in market sectors previously reserved for institutional players.
Who Should Read This?
- Financial advisors committed to continuous professional development
- High-net-worth and ultra-high-net-worth families seeking investment guidance
- Individuals curious about goals-based investment strategies
- Investment professionals adapting to industry transformation
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