Tick-a-box approaches to compliance may not only be expensive and time consuming but they could also be holding advisers back from taking the next step in putting ethics into practice and advancing towards broader community trust and professional recognition, JB Were’s Kym Bailey and McMahon Clarke’s Selina Nutley discuss.
Four candidates for YFYS expansion – and why we’re not convinced
None of the potential expansion areas for the Your Future Your Super performance test – including managed accounts or retirement income products – are warranted writes The Conexus Institute’s David Bell and Geoff Warren. Nor would any expansion of the test have caught schemes like Shield and First Guardian.
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