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.
Why advice is critical to delivering member outcomes in retirement
Dissatisfied superannuation fund members are voting with their feet in search of greater flexibility, control and better service. Member movement is high, based on research by The Conexus Institute, but it’s not sinister, despite how it is being framed by some corners. At the Professional Planner roundtable on superannuation, choice and the advice profession, produced in partnership with The Conexus Institute and sponsored by HUB24, advice leaders explored the complex fiduciary decision-making required for superannuation and retirement advice.
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