Greater tech support needed for goals-based advice strategies

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

JavaScript not installed

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.