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Increasing Investor Happiness with Holistic and Goal-Based Investment Advice

Matthias Uhl

出版	SSRN, 2019
URL	http://books.google.com.hk/books?id=nuD8zgEACAAJ&hl=&source=gbs_api

註釋

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.