On the back of our recent conference, Jamie Williamson from Financial Standard reports that "despite growing popularity of the goals-based advice model, financial advisers are struggling to integrate existing systems with the goals-based approach.
"An opportunity exists for financial planning software providers to develop a solution capable of executing the efficient, repeatable and robust processes carried out by goals-based advisers - a running theme at the Association of Goals Based Advice's inaugural conference."
To read the full article, including quotes from Profile Financial Services CEO Sarah Abood, and Ignition Wealth Head of Advice Rob Corben, click here.
