Holistic Goal Based Planning Biggest Trend In Wealth Management

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Mani
Published on
Updated on

Advisors should shift toward a goals-based planning approach that guides their relationship with clients across the complete client life cycle, according EY’s 2014 Wealth Management Survey. EY’s third annual Wealth Management Survey has been published after surveying financial advisors and clients in four markets, viz.: the U.S., Canada, Brazil and Mexico. The survey also points out wealth transfer as the other most relevant trend driving the industry. Key trends influencing the industry – Holistic goal The survey points out that holistic goal-based planning is the biggest influencer when it comes to where clients invest their assets. As can be deduced…

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Mani is a Senior Financial Consultant. He has worked in Senior Management role in large banking, financial and information technology organizations. He has provided solutions for major banking and securities firms across the globe in the area of retail, corporate and investment banking. He holds MBA (Finance) and Professional Management Accounting Qualifications. His hobbies are tracking global financial developments and watching sports