Financial adviser industry body The Association of Goals Based Advice (AGBA) has announced its inaugural conference ‘Bringing it all Together’ and the launch of new industry awards to recognise best practice amongst advisers practicing a ‘goals based’ approach.
Clients and their advisers once considered a single financial objective: to maximise portfolio returns subject to an acceptable level of volatility.
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...
At the ARRIA Round Table in August 2016, a panel of Advisors discussed the challenges of goals based advice and how managed accounts are...
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