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.
What is Private Equity?
October 31 2018, Pengana Capital
There are significantly more private companies than public companies in the world. These companies do not have shares or bonds that are listed on public...
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.