Financial Observer – AGBA Roundtable – 14 December 2016, Sydney
ARRIA announced it’s new title “AGBA” and celebrated its 2nd birthday at the end of year Roundtable event hosted by No More Practice at Evolution Media Group in Sydney on 14 December, 2016.
A special presentation was made by Vanessa Stoykov of Evolution Media Group covering “Client Communication and Engagement”.
Read the full article regarding the Association’s rebrand in the Financial Observier – 15 December, 2016
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."