“The connection between financial plans and recommended portfolios is broken. Nebo Wealth is the fix.”

“The connection between financial plans and recommended portfolios is broken. Nebo Wealth is the fix.”

We are grateful for the insightful analysis by Bob Veres, award-winning journalist in his recent issue of ‘Inside Information.’ Our favorite excerpt:

“Martin Tarlie and Adam Scully-Power, CIMA®, CPWA® actually gave the best articulation I’ve heard of a trap the planning profession has fallen into: giving clients a risk tolerance quiz and then assigning a portfolio (nearly always their moderate model) based on the score without any consideration of the client’s actual financial plan.”

Read the full excerpt below. Thank you, Bob, for shining a light on these critical issues!

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