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. 

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...

March 2018 Newsletter

March 10 2018, AGBA

Happy Easter to all of our Members, and 2018 has kicked off to a busy start.

bFinance Alternative Beta

March 7 2018

In this paper leading independent research firm, bFinance, examine ‘alternative beta’, a further extension of beta investing into the realm of alternatives.

Risk Premium Investing - A Tale of Two Tails

March 7 2018

In this note CFM introduce Risk Premia as generically encompassing a set of strategies where investors are compensated for assuming risk. This compensation comes in...

Winston Capital Guide to Alternative Beta - Improving Portfolio Outcomes

March 7 2018

Advisers have long known what traditional beta is when it comes to equities, bonds and credit, and that is, the return generated by being exposed...

Deconstructing the Lo-Vol Anomaly

March 7 2018

We study several aspects of the so-called low-vol and low-β anomalies. CFM's most significant message is that the low-vol anomaly is the result of two...

The Excess Returns of "Quality" Stocks: A Behavioural Anomaly

March 7 2018

This note investigates the causes of the quality anomaly, which is one of the strongest and most scalable anomalies in equity markets. CFM explore two...

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