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Who will take the lead in pension advice?

Who will take the lead in pension advice?

Financial planning is for a large part pension planning. Over the last decade this has particularly become a necessity, as more and more people are dealing with a pension deficit. The state pension plus the defined benefit pension that many people have accrued is increasingly insufficient to generate the funds needed to pay for the basic and preferred expenses in the future. This is not merely the case in the Netherlands, but in countries like the United Kingdom and Canada as well.

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Using big data to come to a customized financial advice

Using big data to come to
a customized financial advice

Nowadays we are able to process more and more data in our calculations. We can also give better insight in future risks, and in the relationship between various economic factors. In addition, we can draw more insight from the client data that is coming available. This gives us a wealth of data that has until now been hardly used. The challenge is to translate the multitude of big data to a customized advice for the individual situation.

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From overview to insight in 2017

From overview
to insight in 2017

2017 will be an important year. Ongoing developments demand that banks, pension funds and other financial services providers are even more attentive to the customers’ needs than before. Ronald Janssen, Managing Director Private Client Services at Ortec Finance, addresses a number of trends for the upcoming year.

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De uitdagingen van zorgplicht

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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Robo Advice

Article
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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Event

Article
Pension Reform and Robo Advice

An Institutional Perspective on Pension Reform in the Netherlands

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Event

Article
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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Event

Article
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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Guided investment advice

Article
Guided investment advice with Goal-based Financial Planning

Why do your clients invest? What ambitions do they seek to fulfill with their assets? Does the current investment portfolio optimally fit your client’s ambitions and appetite for risk?

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Interview Financial advice

Interview
Financial advice: the digital turn

Growing digitization makes financial services accessible to an ever broader audience. The digitization trend produces new entrants and means that the present providers have to continue seeking new earnings models.

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"In a few years' time, we all have a personal client portal that guides us in all our financial decisions."

Bas Leerink wins Dietz Award

Bas Leerink wins Dietz Award

Bas Leerink wins Dietz Award at 2016 PMAR Conference held in Philadelphia.

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'Goal based financial planning, holistic approach, continuous attention to added value'. @OrtecFinance #CIFA16

Video
Goal Based Financial Planning & Monitoring

Interview Financial advice

Event
Ortec Finance Hackathon great succes!

On May 27, the Ortec Finance 2016 Hackathon took place. A Hackathon is a 24-hour event where people choose a (software) project and work closely together in teams. This can be anything from trying something completely new, improving efficiency within an existing product, or visualize an idea. Ours turned out to be a well-organized and creative event, with over 40 colleagues participating.

Event

Events
Wealth Management: The Yearly Review
22 June 2016
Merchant Taylors’ Hall, London

The markets have been challenging over the last year and 2016 did not start well, markets dipped as concerns around BREXIT grew. So has the industry managed to control its cost base and attract new assets? ComPeer, which has now been running the annual business performance benchmarking survey for 24 years, will share the answers with you on Wednesday, 22nd June at Merchant Taylors’ Hall. You will also discover details of all the latest key trends and which business models have been the winners or losers.

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Blog Preview

Office Launch
Canada Office

On Wednesday May 11 Ortec Finance celebrated the official opening of their new Toronto office with a reception in “the Vault” of the former Bank of Canada building where their office is located. Pieter Wijnhoven, vice president of Ortec Finance Canada: “We serve clients across North America, but the Canadian pension funds using our software solutions rank among the largest in the world and many are based here, in Toronto. That made our choice for a new office location a no-brainer. Plus the city provides easy access to clients in other locations such as Montreal, New York, Boston and Vancouver.”

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OPAL Platform

OPAL Platform

Goal-based financial planning for private investors

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"The advantage of robo advice is that the advisory process becomes more consistent and objective. It helps advisors transition from a product-oriented to a client-oriented approach."