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Showing 1 - 10 of 13 results for "goals based advice"

Mercer names investment solutions lead

ELIZABETH FRY  |  FRIDAY, 27 SEP 2024
... asset class product rating in the local marketplace. Jacques is a former general manager of the Australian Goals Based Advice Association, an investment research firm in the robo-advice sector and chief operating officer of a boutique hedge fund established ...

AstuteWheel integrates with Xplan

ANNABELLE DICKSON  |  MONDAY, 28 SEP 2020
... to Xplan and up to an hour when conducting reviews for existing clients. AstuteWheel provides advisers with goals based advice, scope of advice, education and marketing tools, online questionnaires and financial modelling calculators which can make meetings ...

AstuteWheel adds capability

HARRISON WORLEY  |  WEDNESDAY, 26 JUN 2019
... loaded into the client database to avoid any double handling of data," Egger said. The software also includes a goals based advice tool, which is set to assist advisers in helping clients articulate their goals, by encouraging the use of SMART goals ...

Mercer names head of investment consulting

KARREN VERGARA  |  TUESDAY, 12 FEB 2019
... on risk management and retirement solutions. Rebecca Jacques, the former general manager of the Australian Goals Based Advice Association (AGBA), recently joined as a senior investment consultant in the institutional wealth team. Armitage's skills span ...

Mercer names senior investment consultant

KARREN VERGARA  |  THURSDAY, 13 DEC 2018
... consultant in the Institutional Wealth Pacific team. Jacques is the former general manager of the Australian Goals Based Advice Association, a role she held from September 2017 until July 2018. Her previous experience includes several consulting roles ...

AMP wealth arm leaked $873 million in first half

KANIKA SOOD  |  WEDNESDAY, 8 AUG 2018
... continue as new education requirements came into effect in 2020. The executives expressed interest in growing its goals based advice, adding that it could go quicker. "We do have a belief in advice...and part of that is going to be ongoing investment ...

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 ...

Milliman hires for greater adviser exposure

JAMIE WILLIAMSON  |  MONDAY, 26 MAR 2018
... the emerging trends shaping the financial advice industry, including the development and implementation of goals based advice tools and frameworks, investment solutions to help manage sequencing and longevity risk, and detailed research on the behavior ...

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 ...
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