The move for advisers to outsource portfolio construction is warranted because it is a unique skillset, the Professional Planner Researcher Forum has heard. Because it is such a different specialisation from giving advice, it would take a “superhero” to have the skills to do both.
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.
2024 Researcher Forum