Vise – Personalized investing: Here’s how to create portfolios that clients actually want

Investors are no longer satisfied with one-size-fits-all. They want the same level of personalization from their portfolio that they get from Netflix or Amazon. Failure to adopt personalized investing puts you at risk of alienating your clients’ changing needs, and therefore, jeopardizes your growth prospects. This guide will help you understand the accelerating shift to personalized investing and how you can create portfolios that your clients actually want.

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