The adviser and investor benefits of managed accounts are well-evidenced. But the meaningful nuances between the various incarnations get lost in all the marketing noise and there are still questions around performance reporting, transparency and pervasive conflicts of interest.
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.
Opinion