The average number of platforms used by advisers has dropped to two, according to research from Investment Trends. Almost three-quarters of new client flows is being directed to the advisers’ primary platform meaning providers need to secure and retain their position.
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.
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