Whitepaper: Financial coach or personalized portfolio builder – why not both?

Financial advisors and their investment management teams are pressured to increase their range of services and step more into the dual role of financial coach and builder of personalized portfolios. As such, firms are rethinking their business models and operational priorities to meet both needs in an especially volatile market environment.

In this whitepaper, you will learn:

• How advisors are adopting behavioral finance techniques
• The power of personalized portfolios at scale
• Why tech stack flexibility and differntiation are important
• How to deliver more value while reducing complexity