IFA – AGBA Announcement – December, 2016
ARRIA announced it’s new title “Association of Goals Based Advice” to better reflect its member base of financial advisers, at the Roundtable event in Sydney on 14 December.
Read the full article regarding the Association’s rebranding in the the IFA:-
‘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...