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?
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...