Advice practices are more profitable than ever and the industry is primed for growth. But research by CoreData presented to the Professional Planner Licensee Summit found this growth isn’t evenly distributed across the industry with only about a quarter of advice practices having strong plans for the future.
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.
2025 Licensee Summit