News and Resources:

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...

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.

2017 Conference Highlights

December 18 2017

A special thank you to our conference sponsors No More Practice Education for providing the amazing footage recapping our highly successful, inaugural conference.

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...

‘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...

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...

Goals based financial advice association to hold inaugural conference

July 5 2017, AGBA

Financial adviser industry body The Association of Goals Based Advice (AGBA) has announced its inaugural conference ‘Bringing it all Together’.

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