adviser genuinely has their best interests at heart and is not merely pushing products or boasting about past performance ?
The deliberate de-emphasis on sales skills and excessive investment expertise sets a high bar for best practices in the financial planning industry . Regardless of their provider , individuals should know these standards to understand what to expect from their financial planners .
“ This is an empowering shift that encourages them to be active participants in their financial journeys .
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Furthermore , organisations across the financial services industry increasingly recognise the importance of aligning their interests with their clients . Regardless of an individual ’ s financial services provider , this alignment is pivotal in ensuring their financial goals are at the forefront of their adviser ’ s mission .
Harnessing the strength of multi-manager strategies
Consider the advantages of multi-manager strategies when it comes to investment :
In the realm of financial planning , the landscape has evolved to prioritise long-term alignment with clients ’ interests as a core differentiator . This shift emphasises the power of multi-manager strategies , which have gained prominence for their ability to optimise investment outcomes .
Many financial planners worldwide have adopted goal-based investing as a cornerstone of their approach . Within this framework , the alignment between the financial adviser , the client and the selected investment strategy finds its optimal expression through multi-manager solutions . These solutions tap into the expertise of professional portfolio managers , ensuring that portfolio rebalancing and manager selection align seamlessly with the objectives of each fund . The result is a strategy that effectively mitigates risks for both the financial adviser and the client by harnessing the specialised skills of these experts .
For many clients , the appeal of multi-management lies in its longterm sensibility . Various providers have invested significantly in resources and technology , enabling a consistent and prudent method for identifying capable managers and diversifying strategy and manager risk . The goal is to provide unwavering support to managers throughout their investment cycles rather than engaging in the risky endeavour of market timing or manager selection .
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