The role of financial advisers: Helping secure the future

Having the right tech in place is critical for advisers

clock • 3 min read

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...

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