In part two of this portfolio insights series, Sophie Temperton delves deeper into how advisers can shift to goals-based advice and how Innova’s tools can help demonstrate the value of their advice. Innova has recently built a calculator that gives advisers the ability to run different scenarios across a hundred different simulations of market returns and determine the likelihood of achieving their goals under each scenario. Please get in contact if you would like to learn more about this tool.
Portfolio Insights July 2022 – managing behaviour under a goals based advice framework (part 2)
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