What is Goals Based Advice
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.
What is Goals Based Advice?
‘Goals-based advice’ is not new
November 27 2017, Robert Coyte
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...