‘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.
Technology for advisers by advisers
April 11 2018, Jamie Williamson
The Association of Goals Based Advice is inviting advisers to participate in the development of software targeted at providing better outcomes to consumers and advice...