“Today, you could say we’re guessing.”

“Today, you could say we’re guessing.”

That’s how one RIA leader described the challenge of making sure clients are actually in the right portfolio. And he’s not the only one. From $1T platforms to independent firms, leaders across the industry are pointing to the same issue: the plan and the portfolio aren’t connected. The tools for goals-based investing haven’t kept up.

We pulled together a few anecdotes that say it better than we ever could. Worth a scroll.

#goalsbasedinvesting #wealthoptimization #advisorvoice