Adviser/client tensions during the 2008 Global Financial Crisis, elevated client risk aversion, tighter compliance standards under the FOFA regime and more recently, highly publicised scandals involving financial advisers and the push for higher professional standards, have highlighted the need for a more client-centric approach to the financial advice process.
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...
A special thank you to our conference sponsors No More Practice Education for providing the amazing footage recapping our highly successful, inaugural conference.
There has been a lot of debate over the years about whether active fund managers add value.
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