If the success of the Code of Ethics is marked by an industry that can self-regulate and hold itself to account then we are a way off, Paul Moran, a self-licensed practice owner describes alongside UNSW’s Tracy Wilcox. Moran raises the possibility that a transition to this future state could be aided by a two-tiered approach to regulation.
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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