Between Meetings With Matt Heine
Ep 38: Evolving risk-profiling and adopting goals-based advice - Wade Matterson
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:40:47
- More information
Informações:
Synopsis
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.