Advisers of high-net-worth clients are looking for products with an edge and private credit has become an attractive proposition in recent years. To succeed, the Professional Planner Researcher Forum has heard manager selection and understanding the role the asset class plays in portfolio construction is essential.
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.
2023 Researcher Forum