Advisers might have full plates, not to mention challenges managing their businesses ongoing during lockdowns and a global pandemic, but they’ve still come a long way getting their heads around the Code and ethical thinking, Griffith University’s Katherine Hunt and Prosperity Financial Services’ Nidal Danoun discuss, while highlighting that the practical implementation of ethics into every day practices might still be lagging.Â
Integro and Coastline merger a vote of confidence in the value of risk advice
The merger of Coastline Private Wealth with fellow WA-based financial advice firm Integro Private Wealth is a vote of confidence by Integro in the value of risk advice, its partner and private wealth adviser Justin Gilmour says. Despite ongoing structural issues in the risk space, Gilmour says sound insurance remains central to every wealth plan.
Leave a Comment
You must be logged in to post a comment.