Netwealth’s acquisition of the financial education platform has signalled a strategic move for the traditionally High-Net-Worth focused platform to expand beyond what has become an oversaturated market. CEO Matt Heine said the goal is to equip advisers and licensees for the $3 trillion intergenerational wealth transfer.
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.
Industry
1