At the ARRIA Round Table in August 2016, a panel of Advisors discussed the challenges of goals based advice and how managed accounts are assisting.
arria-managed-accounts-disruptors-no-more-practice-september-2016
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."
With reference...
From April 16, 2018, AGBA Members will have access to our Exclusive PlanFocus offer outlined below.
This 12-month program provides AGBA members with collaborative group...
The AGBA Conference (8-9 November 2017) has been assessed and accredited by Portfolio Construction Forum for a maximum of 9.00 CE hours.
This website uses JavaScript to improve the user experience. The web browser you are use does not have JavaScript installed or is outdated. For the best browsing experience please open the website in a modern web browser with JavaScript installed, such as Google Chrome, Mozilla FireFox or Safari.