Gordon Young brings his broader ethical lens to the conversation with practice owner and principal adviser Alysia Laird who both agree the early stages of the evolution of the profession has begun, something that’s particularly evident in the sharing of ideas and building of community that’s advanced quickly in recent years and is a hallmark of a thriving profession.
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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