TY - JOUR T1 - Increasing Investor Happiness with Holistic and Goal-Based Investment Advice JF - The Journal of Wealth Management SP - 22 LP - 28 DO - 10.3905/jwm.2018.20.4.022 VL - 20 IS - 4 AU - Philippe Rohner AU - Matthias W. Uhl Y1 - 2018/01/31 UR - https://pm-research.com/content/20/4/22.abstract N2 - A holistic wealth overview coupled with goal-based investing is the basis for excellent wealth management and increased investor happiness. Potentially innovative technologies and a shift in focus of financial advisors will offer the tools clients need to understand and manage their holistic wealth situation, empowering them to gain full control over their wealth and to avoid behavioral biases.TOPICS: Wealth management, in wealth management ER -