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.
Retirement’s wealth wave demands a new language for advice
In the fourth episode of Managed Accounts Decoded, Retirement Magazine editor Simon Hoyle is joined by North's David Hutchinson, The Conexus Institute's David Bell, and How to Have an Epic Retirement author Bec Wilson to discuss the Epic Retirement Tick, the role of managed accounts in personalised retirement planning, and the challenges of extending the superannuation performance test into the retirement phase.
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