Viewpoint | Goals Based Investing: Unlocking Value for Investors and Advisors
In recent years, goals-based investing has emerged as an attractive alternative to traditional investing. Indeed, many wealth advisors and financial advisors have found that employing this approach can help recruit and retain clients, add value to a practice, and build a more sustainable and scalable business.
That’s not to say that traditional financial planning has lost its relevance. Rather, goals-based investing presents a different approach to investing that may help advisors tap into a new market of young investors. Here, we explain what goals-based investing is, who it’s for and how it can benefit both investors and advisors.