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.
Goals-Based Wealth Management in Practice
December 4 2017, Jean L.P. Brunel, CFA
Wealth management processes have not always been responsive to individual clients’ priorities and modes of thinking. A model is presented and evaluated that uses goals-based...
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."
‘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...