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.
Risk
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Integro and Coastline merger a vote of confidence in the value of risk advice
The merger of Coastline Private Wealth with fellow WA-based financial advice firm Integro Private Wealth is a vote of confidence by Integro in the value of risk advice, its partner and private wealth adviser Justin Gilmour says. Despite ongoing structural issues in the risk space, Gilmour says sound insurance remains central to every wealth plan.
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