S1E125: How to combat obsolete wealth management models: BT Money Hacks (Ep 125)
BT Money Hacks14 Aug 2022

S1E125: How to combat obsolete wealth management models: BT Money Hacks (Ep 125)

Synopsis: Every first and third Monday of the month, The Business Times breaks down useful financial tips.

Which wealth management models are outdated and how can the mass affluent ‘move with the times’ and get the proper advice we deserve? Correspondent Howie Lim speaks to Adam Reynolds, CEO, Saxo Markets Singapore to find out.

Highlights of the conversation:

01:29 Which wealth management models are obsolete?

04:21 Why an individualised plan is important

05:16 How feasible the ‘individualised’ model is

08:08 Drawbacks of robo advisors

09:55 Outlook for 2H 2022

Produced by: Howie Lim (howielim@sph.com.sg) and Claressa Monteiro

Edited by: Howie Lim

Follow BT Money Hacks podcasts every first and third Monday of the month, and rate us on:

Channel: https://bt.sg/btmoneyhacks
Apple Podcasts: http://bt.sg/oeXe
Spotify: http://bt.sg/oeGN
Google podcasts: http://bt.sg/oeGP
Website: https://bt.sg/moneyhacks

Feedback to: podcast@sph.com.sg

Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice.

---

Discover more BT podcast series:

BT Mark To Market Podcast at: http://bt.sg/btmark2mkt

WealthBT at: http://bt.sg/btwealthbt

PropertyBT at: https://bt.sg/btpropertybt

BT Market Focus: http://bt.sg/btmktfocus

BT Podcasts at: https://bt.sg/pcOM

---

For more on personal finance, go to: bt.sg/moneyplaybook

See omnystudio.com/listener for privacy information.

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(285)

S1E285: The $70,000 question: how to master your family's new financial tailwind

S1E285: The $70,000 question: how to master your family's new financial tailwind

Singapore just pledged nearly S$70,000 per child over 16 years — but is that windfall building your family's future, or quietly funding lifestyle creep? Correspondent Howie Lim sits down with SingSave...

6 Sep 13min

S1E284: The raise paradox: why earning more never feels like enough

S1E284: The raise paradox: why earning more never feels like enough

You just got a raise. So why does your bank account still feel broke? It’s the lifestyle creep — the sneaky force turning your bigger paycheck into the same old savings. From $8 lattes to subscription...

30 Aug 24min

S1E283: Singapore stocks aren't boring anymore — here's the proof

S1E283: Singapore stocks aren't boring anymore — here's the proof

Your parents' "boring" Singapore dividend stocks only portfolio just had an upgrade nobody told you about. While everyone's obsessing over US tech, Singapore's equity market has quietly doubled its re...

23 Aug 15min

S1E282: Behind the institutional veil: what your bank doesn't want you to know about asset allocation

S1E282: Behind the institutional veil: what your bank doesn't want you to know about asset allocation

If you think your bank’s “diversified” portfolio is built for your future, think again. In this episode of Money Hacks, we pull back the curtain on the institutional world with Arki Finance founder Da...

16 Aug 16min

S1E281: The mass affluent trap: too rich for retail, too small for private banking

S1E281: The mass affluent trap: too rich for retail, too small for private banking

Your cash isn't safe just because it's sitting still — it's quietly losing to inflation while you wait for "the right time" to invest. Howie Lim gets StashAway's chief investment officer (CIO) Stephan...

9 Aug 15min

S1E280: Market noise vs real signal: are you investing or just guessing?

S1E280: Market noise vs real signal: are you investing or just guessing?

We obsess over what to buy, but when it’s time to sell—or hold—we often freeze. Market volatility shouldn't trigger a panic-induced sell-off, yet emotion frequently overrides strategy. In this episode...

2 Aug 16min

S1E279: Artificial sycophant or financial genius? When to trust AI

S1E279: Artificial sycophant or financial genius? When to trust AI

Speed is everything in investing—but is it actually the enemy of wealth? We’re conditioned to trust human advisors, but what if your portfolio manager, tax expert, and risk officer was a cold, calcula...

26 Juli 15min

S1E278: Loss of income, not identity: navigating the psychology of retrenchment

S1E278: Loss of income, not identity: navigating the psychology of retrenchment

Retrenchment isn't just a career setback; it's a financial and psychological earthquake. Howie Lim speaks with clinical psychologist Dr Annabelle Chow about navigating the initial shock. What is the s...

19 Juli 21min

Populärt inom Business & ekonomi

framgangspodden
rss-jossan-nina
varvet
rss-borsens-finest
24fragor
uppgang-och-fall
bathina-en-podcast
avanzapodden
badfluence
svd-tech-brief
rss-inga-dumma-fragor-om-pengar
lastbilspodden
tabberaset
fill-or-kill
kapitalet-en-podd-om-ekonomi
rss-dagen-med-di
rss-hos-psykologen
borsmorgon
rss-kort-lang-analyspodden-fran-di
rikatillsammans-om-privatekonomi-rikedom-i-livet