“Goals-based investing is about the personalisation of investment management. Goals-based advice links a client’s individual goals directly to the design of their portfolios, so the likelihood of achieving those goals is improved.” – Rebecca Jacques
The latest edition of IMAPs Managed Account Perspectives provides a valuable set of articles from recent IMAP events. In this article, AGBA General Manager Rebecca Jacques leads a discussion with Gareth Jakeman and Thomas Bignill about how to make goals-based advice work with managed accounts. To read more, click here. If you would rather watch the interview unfold, IMAP have kindly uploaded footage from the event on their YouTube channel.