More than half of advisers are ready to re-balance their customers’ portfolios to hold less cash as part of a swing back into equities over the next six to twelve months. Despite the inherent difficulties in timing a return to shares or direct equities, research released by Zurich’s investment business in Australia found advisers bullish on share markets.
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.
Investment