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Which wealth management models are outdated and how can the mass affluent ‘move with the times’ and get the proper advice we deserve?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

1:29 Which wealth management models are obsolete?

4:21 Why an individualised plan is important

5:16 How feasible the ‘individualised’ model is

8:08 Drawbacks of robo advisors

9:55 Outlook for 2H 2022

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

Edited by: Howie Lim

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