Clients of tomorrow might look very different from those of today, so private wealth firms need to develop strategies to make sure their value proposition fits their target market. Private Bank Intelligence Unit founder and principal Andrew Inwood told a Professional Planner/Private Bank Intelligence Unit (PBIU) forum that it’s clear that individuals who retained the services of
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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