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. 

How Goals-Based Differs From Investment-Centric Planning

December 4 2017, Michael Lonier

Most advisors are investment-centric. This means they're focused on growing your investments. This is not a bad thing, but it is not the only thing....

Psychological Influences on Investor Decisions

December 4 2017, Jean L.P. Brunel, CFA

Jean L.P. Brunel, CFA, discusses the inadequacy of current tools for optimizing private client portfolios, how to understand changing client needs and risk over a...

Goals Based Investing – What is it and what are some of the challenges?

December 4 2017, Rebecca Jacques

The profession of financial planning is one that is about helping people to achieve their financial or investment GOALS – as such it is arguable...

MLC Investments in depth - Will my portfolio give me an inflation plus return?

December 4 2017, Dr Susan Gosling

This paper examines how well diversified funds meet real, or purchasing power-related, investment objectives. Looking back at the past we can observe periods when returns...

Goals-Based Wealth Management in Practice

December 4 2017, Jean L.P. Brunel, CFA

Wealth management processes have not always been responsive to individual clients’ priorities and modes of thinking. A model is presented and evaluated that uses goals-based...

Managed accounts ideal for goals-based shift

November 27 2017, Sarah Kendell

Financial Observer's Sarah Kendell, on the back of our 2017 annual conference writes, "Managed accounts were an ideal vehicle for advice practices considering a shift...

The PI risks of goals-based advice

November 27 2017, Jamie Williamson

Jamie Williamson with the IFA, writes "financial advisers making the switch to goals-based advice must ensure they are adequately covered with professional indemnity insurance."
With reference...

‘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...

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