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.
Your portfolio may be diversified. But is every holding earning its place?
If you removed one satellite holding from your portfolio, would client outcomes change? It’s an uncomfortable question, because a lot of thought and governance goes into satellite selection. But it’s one every adviser should be asking. Vanguard’s latest Portfolio Trends report, which analysed over 100 adviser portfolios, shows advisers are embracing core-satellite investing with a
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