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Ditch benchmarks in client conversations, advisers told

Thursday 17th of November 2016

ANZ’s head of advice transformation Adrian Kwa said goal-based investing offered a more focused approach that addressed the most important issues for investors.

They would often have a range of goals, both short and long-term – and advisers could tailor their portfolios to suit the desired outcomes.

If a client needed money for their kids’ education in a couple of years, a percent...

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