‘Goals-based advice’ is not new
Robert Coyte, chief executive of non-bank licensee Shartru Wealth, writes an interesting and balanced opinion piece discussing the rise of goals based advice. Stirring up discussion between practitioners, Coyte busts some of the misconceptions surrounding the concept and how it can be applied throughout the industry to effect positive change.
To read the full article, click here.
What is Goals Based Advice
September 7 2018, Kaplan 2017
The concept of goals-based advice places clients’ personal and lifestyle goals at the core of the financial advice process.