News and Resources

To assist advisers stay up to date with market and product news that might impact on your client portfolios, we are pleased to provide a range of different papers and presentations covering a wide variety of useful topics.

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 get in touch if you have a paper you would like us to consider.

Please note these articles are available free of charge. For a more extensive library of resources, please consider registering as an AGBA member. More information regarding membership options can be found here. 

XPLAN Stream Offer

May 16 2018

From April 16, 2018, AGBA Members will have access to our Exclusive PlanFocus offer outlined below.
This 12-month program provides AGBA members with collaborative group...

What to expect from Goals Based Investing (GBI) - Dynamic Asset Consulting

May 2 2018

The idea that we should invest to meet our needs and goals is basic common sense. But, somewhat surprisingly, that is not what most of...

PlanFocus talks with Rebecca Jacques, General Manager of AGBA

April 26 2018, Mi

AGBA is the peak industry network for practitioners and organisations that deliver best practice in goals-based advice and investing. Recently AGBA made an announcement calling...

2018 Technology Workshop Resources

April 17 2018

Thank you for supporting AGBA and attending our 2018 Technology Workshop. Please feel free to download or view the PowerPoint slides from the day.

Do rising bond yields hurt listed global real estate?

April 12 2018, Quay Investment Perspectives

AGBA launches technology strategy to improve Goals Based Advice

April 11 2018

AGBA invites goals-based advisers to participate in building better software as the industry strives to build better results for consumers and advice businesses that are...

Technology for advisers by advisers

April 11 2018, Jamie Williamson

The Association of Goals Based Advice is inviting advisers to participate in the development of software targeted at providing better outcomes to consumers and advice...

Mapping Fintech to the Financial Planning Process

March 23 2018

This report is the first in a series of fintech-related projects the Financial Planning Association of Australia (FPA) will be undertaking over the coming year....

2018 Technology Workshop

March 23 2018, Rebecca Jacques

The quest for efficiency, meaning, relevancy and value is one that is felt by all in the Advice Landscape. In an effort to assist our...

Why your Investment Philosophy Matters to your Clients

March 16 2018, Matthew Walker

Many of the world’s leading investors will tell you that nothing is more important to long-term investment success than a clear investment philosophy.
An investment philosophy...

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