In this stage of the industry’s progression, documentation will play an important role in advisers’ ethical practices, Jon Scukovic from Park Lane Advice Group in Melbourne and Western Sydney University’s Michelle Cull discuss in a conversation that traverses some of the principles and practicalities of implementing ethical practices.
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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