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:-
What is Goals Based Advice
September 7 2018, Kaplan 2017
The concept of goals-based advice places clients’ personal and lifestyle goals at the core of the financial advice process.
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...