Portfolio Insights June 2022 – managing behaviour under a goals based advice framework (part 1)

In this article Sophie Temperton outlines some of the simple ways that advisers can shift to a goals-based advice framework to help keep clients on track. These include:
– incorporating risk need and risk capacity into a financial strategy, in addition to just risk tolerance;
– using bucketing strategies to manage behaviour and sequencing risk; and
– going beyond straight line analysis and unrealistic historical returns when running client scenarios.

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