Jackie Pearson delves into the tangled web of shelf space, rebates, margins, badging and bonuses. Over 90 percent of new funds under management flow into platforms. With the majority of these funds coming from the clients of financial planners, it seems to speak volumes about platform’s benefits in streamlining administration and client service demands. So,
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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