Showing results by author "Tony Davidow" in All Categories
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Goals-Based Investing
- A Visionary Framework for Wealth Management
- By: Tony Davidow
- Narrated by: Michael Butler Murray
- Length: 7 hrs and 19 mins
- Unabridged
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Overall
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The wealth management industry has undergone a major transformation over the last decade, including increased concerns and skepticism from investors, the growth of robo-advisors, product evolution, and an evolving value proposition - in addition to geopolitical risks, increased correlation across asset classes, changing demographics, and social tensions. Concepts like "Modern Portfolio Theory" aren't modern anymore, and even Post-Modern Portfolio Theory has become passe.
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Goals-Based Investing
- A Visionary Framework for Wealth Management
- Narrated by: Michael Butler Murray
- Length: 7 hrs and 19 mins
- Release date: 26-10-2021
- Language: English
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Non-member price: $21.99 or 1 Credit
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