Succession planning has been a key consideration for many firms, but advice practices that don’t have a plan in place could be putting themselves at risk for one of the worst-case scenarios if an adviser unexpectedly passes away.
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.
On Practice