AGBA In the News

Managed accounts ideal for goals-based shift - Financial Observer Nov 2017

Financial Observer's Sarah Kendell, on the back of our 2017 annual conference writes, "Managed accounts were...

The PI risks of goals-based advice - IFA Nov 2017

Jamie Williamson with the IFA, writes "financial advisers making the switch to goals-based advice must ensure...

‘Goals-based advice’ is not new - Robert Coyte for IFA

Robert Coyte, chief executive of non-bank licensee Shartru Wealth, writes an interesting and balanced opinion piece...

Greater tech support needed for goals-based advice strategies - Financial Standard Nov 2017

On the back of our recent conference, Jamie Williamson from Financial Standard reports that "despite growing...

Adviser interview: Peter Audet on using goals-based funds

Goals-based investing is redefining the investment industry. By placing the client’s dreams and goals firmly at...

Why goals-based investing enhances modern portfolio theory

Advisers need to focus on goals-based investing as more clients move into retirement, Jeff Rogers...

Who is Robo-Advice Really Helping? Rebecca Jacques (AGBA General Manager) for No More Practice

Is robo advice another nail in the coffin for those who already feel disengaged with a...

The real benefits of using active managers – Matthew Walker for No More Practice

There has been a lot of debate over the years about whether active fund managers add...

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