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Goal based advice increases in popularity
Thursday 24th of February 2011
NZ Funds Management has reported a shift in its clients towards goal-based advice and believes this is a trend that is set to continue as advisers, prompted by new regulations, re-document their clients' investment plans.
The company said goals-based advice has more than doubled for clients of advisers using their investment portfolios, with clients with assets of $31 million shifting fr...
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