Building an internal investment team is complex, with high costs, time, compliance, and cultural requirements to overcome. A panel has discussed the merits of pursuing in-house investing and how executing the right strategy can make the exercise a net benefit for an advice practice.
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