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. Â
Financial advice ranks bottom in list of retirement confidence drivers
Vanguard research found financial advice is less crucial as a driver of retirement confidence, compared to factors like income security and being debt-free, but those with access to professional advice are likely to have a higher level of confidence about their retirement plans.
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