Positives from pooling of skills, resources, and exceptional talent
Accountants are seeking to outsource financial planning entirely
Is active fund management a waste of time?
Extensive changes need to be in place by April 2024
Cash characteristics can be replicated by other investments
Reducing sequencing risk is part of the attraction
The pace of digital transformation is accelerating
Is the price and value outcome the most subjective?
'In financial advice the possibilities are exciting'
'Planners can play a critical role in shaping retail investor behaviour'