Client-led demand for alternative investments means advisers need to have at least a working knowledge of what they are and what they bring to a portfolio. Increasingly, clients – particularly wealthy ones – are going to be sitting in advisers’ offices asking questions they expect answers to.
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.
Investment