Between Meetings With Matt Heine
Ep 38: Evolving risk-profiling and adopting goals-based advice - Wade Matterson
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:40:47
- Mais informações
Informações:
Sinopse
Discover how advice businesses can evolve risk profiling from a compliance tool to a meaningful solution for their clients from Wade Matterson, Actuary and Managing Director of research and consulting firm Milliman Australia. Wade also discusses adopting goals-based planning and the role robo-advice can play in providing clients with richer analytics.
