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.
Financial Observer's Sarah Kendell, on the back of our 2017 annual conference writes, "Managed accounts were an ideal vehicle for advice practices considering a shift...
AGBA invites goals-based advisers to participate in building better software as the industry strives to build better results for consumers and advice businesses that are...
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