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
Retirement’s wealth wave demands a new language for advice
In the fourth episode of Managed Accounts Decoded, Retirement Magazine editor Simon Hoyle is joined by North's David Hutchinson, The Conexus Institute's David Bell, and How to Have an Epic Retirement author Bec Wilson to discuss the Epic Retirement Tick, the role of managed accounts in personalised retirement planning, and the challenges of extending the superannuation performance test into the retirement phase.
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