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Ortec Finance

Insights

"We at Ortec Finance attach great values to the opinion of our clients and aim to tailor our services to their wishes to the greatest extent possible. Recently Customeyes has executed a customer survey on behalf of Ortec Finance. The results show that our customers are very satisfied with us. We are seen as experts in our field and our organization has a reliable image. The average score on overall satisfaction is 8,3. We are very proud of this result! "

2017
maandag 12 juni 2017

Risicohouding variabele pensioenuitkering

Aangescherpte regelgeving betekent dat banken en PPI’s vanaf volgend jaar completer moeten zijn in hun beleggingsadvies. Dat vraagt om een integralere benadering van de klant als het gaat om pensioenen.

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vrijdag 2 juni 2017

Execution only vs. most trusted advisor

The popular Know Your Customer concept is at the heart of client-centred financial advice and serves as an important guideline in the latest legislation. Acting on this concept, financial institutions have been greatly occupied with collecting various data on their individual clients. Unfortunately, they still do very little with those data. Surely this cannot be the intention of the Know Your Customer concept.

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vrijdag 5 mei 2017

MiFID II als Chance

Ton Kentgens, director Global Business Development for Ortec Finance Private Client Solutions, was recently interviewed by Citywire Deutschland. He talked about the coming of MiFID II and the need to place the client, not the product, at the center of financial advice. Kentgens also argued that wealth managers need to completely rethink and restructure their business plan in the age of digitization.

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maandag 20 februari 2017

Van overzicht naar inzicht in 2017

2017 wordt een belangrijk jaar. Er zijn ontwikkelingen gaande waar banken, pensioenfondsen en andere financieel dienstverleners op zullen moeten inspelen om consumenten nog beter van dienst te zijn. Ronald Janssen, Managing Director Private Wealth Management bij Ortec Finance, stipt een aantal trends aan voor het komende jaar.

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dinsdag 15 november 2016

De uitdagingen van zorgplicht

Zorgplicht is een thema dat bij alle financiële instellingen hoog op de agenda staat. De zorgplicht bestaat zowel bij het afsluiten als tijdens de looptijd van financiële producten.

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woensdag 12 oktober 2016

The use of financial models and challenges of robo advice

In a previous post we discussed how robo advice can help with financial decision making. Making the right investment decisions is complicated. Ortec Finance enables people to manage this complexity. We do so by providing them with the appropriate tools and advice, so they better understand the impact of their decisions and adjust them or their goals when needed. Robo advice is such a tool.

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woensdag 28 september 2016

Pension Reform and Robo Advice

An Institutional Perspective on Pension Reform in the Netherlands.

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maandag 26 september 2016

Practical guidelines for implementing MiFID II

It will take more than a year before MiFID II, the new regulatory framework for investment firms, will come into effect. Its implementation will be challenging for many investment firms.

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vrijdag 17 juni 2016

A risk profile based on the willingness of the client to take risks is not very accurate

On the recent PBI conference in London, Ton Kentgens argued the case that developments such as compliance, digitization and robo advice should not be seen as burdens or threats. On the contrary, they provide opportunities to achieve better and more holistic financial planning. As Head Global Business Development for Private Client Solutions at Ortec Finance, Kentgens firmly adheres to client centric or goal-based MiFID concepts like Know Your Customer and suitability.

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