The rise of managed accounts has reshaped the economics and efficiencies of financial advice practices and licensees. But the benefits for clients can be diluted or indeed lost altogether if a managed account does not produce a superior after-tax and after-fee return.
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.
2025 Licensee Summit