Ep5: Documentation: The bridge to the other side

In this stage of the industry’s progression, documentation will play an important role in advisers’ ethical practices, Jon Scukovic from Park Lane Advice Group in Melbourne and Western Sydney University’s Michelle Cull discuss in a conversation that traverses some of the principles and practicalities of implementing ethical practices.

Participants: Jon Scukovic, Park Lane Advice Group and Michelle Cull, School of Business at Western Sydney University

Facilitator: Matthew Smith

Length: 39 mins

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Self-regulation is still a way off

Self-regulation is still a way off

Advisers are early on the journey to self-regulation but a two-tiered approach going forward may be the answer according to Moran Partners principal Paul Moran and business ethics academic Tracy Wilcox.

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