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Goal-based investing for wealth management

Goal-based investing for wealth management

Generational change is transforming the wealth management industry, which will aid the transfer of more than $30 trillion during the next few decades. But in a world in which as many as 66 percent of heirs dismiss their parents’ financial advisors, those who work in the wealth management industry must learn to deeply engage growing numbers of young, digitally aware clients. Using an IBM goal-based investing methodology, wealth management firms can use robo-advisors to help personalize asset allocation with an eye to reflecting their clients’ ambitions and concerns as well as their investment horizons.