Bloomberg Surveillance · Sunday, August 30, 2026
The financial advisory profession is evolving from a focus on building portfolios to a broader value proposition of helping clients achieve their overall financial goals, including retirement and other life objectives. This shift requires advisors to consider a more holistic approach beyond just investment management.
“But a portfolio is one very small component of achieving a financial goal. I think what we're seeing is this evolution in our profession. Away from advisors defining their value propositions, I build portfolios to I help.”
“You accomplish your financial goals. And that's retirement. That's everything.”