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Building investment solutions for multi-dimensional people, not blunt categories There’s a conflict at the heart of investment suitability: between solutions simple enough to scale, and the complex humans they’re meant to serve. When matching investors to suitable investments, some form of...

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15 June 2022

The shifting values of next generation investors are driving a greater need for a new kind of wealth management. They want more and better philanthropy advice and guidance from their advisors – but the professional advice community receives low ratings for this aspect of their service (average 5...