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Showing 1 - 4 of 4 results for "Association of Goals Based Advice"

Technology for advisers by advisers

JAMIE WILLIAMSON  |  FRIDAY, 6 APR 2018
... involved in designing and building better software for the delivery of goals-based advice. The Association of Goals Based Advice is inviting advisers to participate in the development of software targeted at providing better outcomes to consumers and ...

Greater tech support needed for goals-based advice strategies

JAMIE WILLIAMSON  |  FRIDAY, 10 NOV 2017
... repeatable and robust processes carried out by goals-based advisers - a running theme at the Association of Goals Based Advice's inaugural conference. Profile Financial Services' Sarah Abood said solutions simply don't exist to build tools that allow ...

The PI risks of goals-based advice

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2017
... professional indemnity insurance. That was the warning heeded by delegates at the inaugural Association of Goals Based Advice conference in Sydney yesterday, with MKM Partners' Oscar Martinis saying the various mechanisms to implement goals-based advice ...

Managed accounts and goals based advice prompts name change

JAMIE WILLIAMSON  |  THURSDAY, 15 DEC 2016
... Association of Real Return Investment Advisers (ARRIA) begin 2017 with a rebrand. Now known as the Association of Goals Based Advice (AGBA), the name change is representative of advisers who are focused on delivering advice that gives investors more ...
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