Get the latest thought leadership on everything about financial planning technology. We help advisers to evolve their advice offering by sharing research, trends and latest tech.
Goals-based advice white paper
by Jacqui Henderson
Whether we like it or not, money is our 'Currency for Life'. People don't learn about money at school, so where do people learn about what to do with their money when there is no formal education around money?
Goals-based advice may be a new phrase for some, but it addresses an issue that’s been around for a long time – namely, connecting a client’s behaviours, life goals directly to advice strategies and their investment portfolio.