Скачать или смотреть The Future of Portfolio Construction Is Goals-Based | Schwab IMPACT® 2025 Presentation

The next decade of wealth management will be defined by fewer advisors, more clients, and greater complexity. In this Schwab IMPACT® 2025 presentation, Nebo Wealth explores how firms can solve the scalability paradox by delivering personalized, goals-based advice at scale.

Discover how leading advisors are transforming their process by connecting financial planning and portfolio management through intelligent portfolio optimization. Learn why traditional risk tolerance questionnaires fall short, how to bridge the plan-to-portfolio gap, and how to integrate private markets with precision not just “10% feels right.”

This session reveals:

1. Why model portfolios alone “know nothing about the client” and why Cerulli calls Nebo “a modern model matchmaker."

2. How intelligent portfolio optimization aligns investments with each client’s goals, time horizon, and cash flows.

3. How firms are increasing client trust, wallet share, and close rates by adopting a goals-based framework.

Presented by Nebo Wealth, the award-winning goals-based investing platform helping advisors scale personalization and improve client outcomes.

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