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.
Advice is the number one weapon against retirees’ FORO
The problem of retirees not drawing down enough of their retirement savings for fear of running out appeared front-and-centre at a recent superannuation industry roundtable. But it’s not a new issue for advisers, and the CoreData/Conexus Financial Best Possible Retirement study shows just why access to advice is “the single clearest lever for improving retirement readiness”.
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