As many planning practices contemplate bringing research inhouse we look at how you use external research – particularly macro research to make it relevant for your clients and their investments. For practices looking at setting up an internal team – we consider the function of the team, who needs to be on it, how regularly they should meet, what are the issues they need to discuss, how you afford it in your business and using asset consultants to your best advantage.
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.