3 June 2026 11:24
CE/CPD points available
The Professional Planner Investment Innovation Guide examines recent investment innovations and the future of advice.
For the cover story, we asked a panel of seven investment and advice experts to share their insights on the effectiveness of new solutions and the value they add for clients.
We hope you find this guide informative, insightful and useful.
CE/CPD points information available in download.
New research has found that the shift away from asset-based fees is gathering pace, with advice fees increasingly being based on the complexity of the client, not on portfolio size. Advice firms are shifting to charging for the technical and structuring expertise that keeps clients on track and helps stop them from making expensive mistakes.
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
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