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. 

‘Goals-based advice’ is not new

November 27 2017, Robert Coyte

Robert Coyte, chief executive of non-bank licensee Shartru Wealth, writes an interesting and balanced opinion piece discussing the rise of goals based advice. Stirring up...

Greater tech support needed for goals-based advice strategies

November 27 2017, Jamie Williamson

On the back of our recent conference, Jamie Williamson from Financial Standard reports that "despite growing popularity of the goals-based advice model, financial advisers are...

AGBA Conference Resources - Day 2

November 12 2017

We've made a number of resources from Day 2 of the inaugural AGBA Conference available for download.

AGBA Conference Resources - Day 1

November 11 2017

We've made a number of resources from Day 1 of the inaugural AGBA Conference available for download.

Adviser interview: Peter Audet on using goals-based funds

November 7 2017

Goals-based investing is redefining the investment industry. By placing the client’s dreams and goals firmly at the centre of the investment and planning process, it...

Why goals-based investing enhances modern portfolio theory

November 7 2017, Jeff Rogers

Advisers need to focus on goals-based investing as more clients move into retirement, Jeff Rogers writes

Aligning products and investments to investor goals

October 19 2017, EY

Taking a holistic view of client goals to deliver the best solution.

Goals-based planning

October 19 2017, EY

A personalized service for strengthening client relationships

Who is Robo-Advice Really Helping?

September 5 2017, Rebecca Jacques

Is robo advice another nail in the coffin for those who already feel disengaged with a super system that doesn’t support them?

The real benefits of using active managers

September 5 2017, Matthew Walker

There has been a lot of debate over the years about whether active fund managers add value.

How do you reduce risk?

August 17 2017, Matthew Walker

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