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.
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...
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...
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.
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...