Responsible Investment works and is a good way to cement a relationship with clients, says Philippa Yelland. If the Global Financial Crisis (GFC) made you stop and think about how you’re engaging with clients and how to manage your business, you may also want to look at responsible investment (RI) – the RI sector not
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.
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