Header

UZH-Logo

Maintenance Infos

Increasing Investor Happiness with Holistic and Goal-Based Investment Advice


Rohner, Philippe; Uhl, Matthias W (2018). Increasing Investor Happiness with Holistic and Goal-Based Investment Advice. Journal of Wealth Management, 20(4):22-28.

Abstract

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.

Abstract

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.

Statistics

Citations

Dimensions.ai Metrics

Altmetrics

Additional indexing

Item Type:Journal Article, refereed, original work
Communities & Collections:03 Faculty of Economics > Department of Banking and Finance
Dewey Decimal Classification:330 Economics
Language:English
Date:2018
Deposited On:07 Mar 2019 16:10
Last Modified:25 Sep 2019 00:27
Publisher:Institutional Investor, Inc.
ISSN:1534-7524
OA Status:Closed
Publisher DOI:https://doi.org/10.3905/jwm.2018.20.4.022
Other Identification Number:merlin-id:16276

Download

Full text not available from this repository.
View at publisher

Get full-text in a library