To assist advisers stay up to date with market and product news that might impact on your client portfolios, we are pleased to provide our members with a range of different papers and presentations covering a wide variety of useful topics.
You can search for papers and presentations, and we will let you know when a new paper has been added to the site. We also encourage our members to send us papers that they believe will be of value to the AGBA network. Please email us here if you have a paper you would like us to consider.
The Association for Goals Based Advice recommends the following papers to members seeking more information on implementing a goals based approach:
Aligning products and investments to investor goals - Ernst & Young (Kelly Hynes, Ben Yahr, and Charles Smith)
Goals Based Planning - Ernst & Young (Michael C. Fox and Bryant S. Fuller)
The Value of Goals-Based Financial Planning - David Blanchett, CFP®, CFA