Obsolete wealth management models

Why an individualised plan is important

How feasible the ‘individualised’ model is

Drawbacks of robo advisors

Outlook for 2H 2022

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Which wealth management models are outdated and how can the mass affluent ‘move with the times’ and get the proper advice we deserve?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. 

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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

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

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Which wealth management models are outdated and how can the mass affluent ‘move with the times’ and get the proper advice we deserve?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 (<a href="mailto:howielim@sph.com.sg">howielim@sph.com.sg</a>) 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: <a href="https://bt.sg/btmoneyhacks">https://bt.sg/btmoneyhacks</a> Apple Podcasts: <a href="http://bt.sg/oeXe">http://bt.sg/oeXe</a>  Spotify: <a href="http://bt.sg/oeGN">http://bt.sg/oeGN</a>  Google podcasts: <a href="http://bt.sg/oeGP">http://bt.sg/oeGP</a>  Website: <a href="https://bt.sg/moneyhacks">https://bt.sg/moneyhacks</a>
Feedback to:<a href="http://podcast@sph.com.sg"> podcast@sph.com.sg</a>
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. 
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Discover more BT podcast series:
BT Mark To Market Podcast at: <a href="http://bt.sg/btmark2mkt">http://bt.sg/btmark2mkt</a>
WealthBT at: <a href="http://bt.sg/btwealthbt">http://bt.sg/btwealthbt</a>
PropertyBT at: <a href="http://bt.sg/btpropertybt">https://bt.sg/btpropertybt</a>
BT Market Focus:<a href="http://bt.sg/btmktfocus"> http://bt.sg/btmktfocus </a>
BT Podcasts at: <a href="https://bt.sg/pcOM">https://bt.sg/pcOM</a>  
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For more on personal finance, go to:<a href="http://bt.sg/moneyplaybook"> bt.sg/moneyplaybook</a>

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

Podcaster: Howie Lim

Produced by The Business Times, SPH Media Trust.

Synopsis: Every first and third Monday of the month, The Business Times breaks down useful personal financial tips with expert guests.
Podcaster: Howie Lim
Produced by The Business Times, SPH Media Trust.

BT Money Hacks

Every first and third Monday of the month, The Business Times breaks down useful personal financial tips with expert guests.

Podcaster: Howie Lim

Produced by BT Podcasts, The Business Times, SPH Media.

Every first and third Monday of the month, The Business Times breaks down useful personal financial tips with expert guests.
Podcaster: Howie Lim
Produced by BT Podcasts, The Business Times, SPH Media.

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