PT - JOURNAL ARTICLE AU - Philippe Rohner AU - Matthias W. Uhl TI - Increasing Investor Happiness with Holistic and Goal-Based Investment Advice AID - 10.3905/jwm.2018.20.4.022 DP - 2018 Jan 31 TA - The Journal of Wealth Management PG - 22--28 VI - 20 IP - 4 4099 - https://pm-research.com/content/20/4/22.short 4100 - https://pm-research.com/content/20/4/22.full AB - 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