Goals based financial advice association to hold inaugural conference
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.
What is Objective-Based Investing?
June 6 2018
Objective-Based Investing (OBI for short) is an investment approach that seeks to align investments and portfolios with the client’s specific needs and objectives. The...