The Financial Planning Association of Australia publication Money & Life invited a panel of industry professionals to discuss their thoughts on low-cost active investing, including how to better engage with clients about the possibility of outliving their retirement savings.
Included on the panel were FPA chair and principal of wealthadvice Marissa Broome; principal and financial adviser at LifeTime Solutions Sarah McDonald; head of product strategy at Vanguard Balaji Goal; head of investment strategy at Vanguard Aidan Geysen; and CoreData’s own – managing director Jason Andriessen.
To read the full discussion, please visit the Money & Life website.
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