Over the past decade, the industry has been sapped of capacity, and it’s resulted in a reduction in the number of clients advisers are serving. Fixing this will require a technology-assisted advice future that enables businesses to manage more than 200 clients per adviser, but it requires stepped change.
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.
Opinion