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Showing 11 - 12 of 12 results for "goals based advice"

Monash fund added to two platforms

MARK SMITH  |  TUESDAY, 9 AUG 2016
... who prefer portfolios where the objectives are 'absolute' in nature versus 'relative', to assist with their goals based advice processes." The fund recently received a superior rating from research house SQM and is in the process of getting ratings from ...

XPLAN upgrades for goals based advice

LINDA HAUSKEN  |  FRIDAY, 25 MAY 2012
... IRESS has made enhancements to its software solution XPLAN, with the aim of assisting advisers in delivering goals based advice to their clients. The recently upgraded XPLAN tool helps advisers to discuss and frame up one specific goal at a time with ...
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