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Contribution Details
| Type | Journal Article |
| Scope | Discipline-based scholarship |
| Title | Increasing Investor Happiness with Holistic and Goal-Based Investment Advice |
| Organization Unit | |
| Authors |
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| Item Subtype | Original Work |
| Refereed | Yes |
| Status | Published in final form |
| Language |
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| Journal Title | Journal of Wealth Management |
| Publisher | Institutional Investor, Inc. |
| Geographical Reach | international |
| ISSN | 1534-7524 |
| Volume | 20 |
| Number | 4 |
| Page Range | 22 - 28 |
| Date | 2018 |
| Abstract Text | A holistic wealth overview coupled with goal-based investing is the basis for excellent wealth management and increased investor happiness. Potentially innovative technologies and a shift in focus of financial advisors will offer the tools clients need to understand and manage their holistic wealth situation, empowering them to gain full control over their wealth and to avoid behavioral biases. |
| Digital Object Identifier | 10.3905/jwm.2018.20.4.022 |
| Other Identification Number | merlin-id:16276 |
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