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Panel: The wholesale and retail client opportunities

This session will consider the client segmentation, specialisation and growth opportunities created by the wholesale and retail client demarcation in the law. It will debate the public policy merits of the regime and unpack the investment and holistic advice provision ramifications. Includes table discussion.

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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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