S1E43: The Philosophy of Profitability of Wealth Management Firms
Providend's Money Wisdom · Providend Ltd
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Show Notes
In this episode, I will share our philosophy of profitability and why we have transited to using low-cost instruments such as ETFs, index funds and evidence-based funds from Dimensional Fund Advisors for all our investment portfolios.
Important note: Low-cost investment instruments have proven to better deliver the expected returns for our clients than high-cost actively managed funds.
The host, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”.
View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-1/
Music courtesy of ItsWatR.