Streamlining the number of platforms or tech providers may seem a way to help mitigate inefficiency in the advice process, but using fewer vendors isn’t the panacea for firms as greater ease of access to data would allow for better client experience.
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