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Everything from AGBA - Association of Goals Based Advice

AGBA launches technology strategy to improve Goals Based Advice

From AGBA - Association of Goals Based Advice

AGBA invites goals-based advisers to participate in building better software as the industry strives to build better results for consumers and advice businesses that are affected by the legislation changes

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09 Apr 2018

Goals based financial advice reaches critical mass

From AGBA - Association of Goals Based Advice

Australian financial advice industry group the Association of Real Return Investment Advisers (ARRIA) has celebrated its two-year milestone, unveiling a series of announcements to take the fast-growing Association forward in

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15 Dec 2016

ARRIA announces a working partnership with FE Australia to provide more data services to ARRIA members

From AGBA - Association of Goals Based Advice

The Association of Real Return Investment Advisers (ARRIA) is pleased to announce that it has established a working partnership with FE Australia to bring to the financial advisory community tools and

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17 Sep 2015

ARRIA launches Portfolio Optimisation tool exclusively for ARRIA Members

From AGBA - Association of Goals Based Advice

The Association of Real Return Investment Advisers (ARRIA), launched the Pengana Portfolio Optimisation tool as the first system available to its members. This tool is designed to assist advisers in

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05 Jun 2015

ARRIA roundtable addresses demand for practical portfolio development construction interaction within advice industry

From AGBA - Association of Goals Based Advice

More advisers who want absolute return/certain portfolio outcomes are joining the Association of Real Return Investment Advisers (ARRIA) for a real dialogue on real return strategies and to gain access to

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20 Apr 2015

ARRIA appoints permanent managing director

From AGBA - Association of Goals Based Advice

The Association of Real Return Investment Advisers (ARRIA), is pleased to announce the appointment of Rebecca Jacques as the General Manager commencing 1 October 2014. Philip Reid who took on

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24 Oct 2014

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]