In his latest article for Professional Adviser, Roger Brosch explores what the ‘super’ Down Under means for pensions up here
Six monthly due diligence should be the goal
Do I need a retirement proposition as well as an investment proposition?
Helpful when positioned as 'the bit before financial advice'
'Could be costly if taken incorrectly'
'The pace of regulatory change has become relentless'
Networks should adopt a personal and holistic approach
Helping clients reveal (and, often, discover) their real objectives
A more bold and ambitious vision will be required
Despite all the noise around pensions, engagement is still deafeningly silent