Customisation of managed portfolios offers advice practices the ability to implement their investment philosophy through an outsourced offering, but the Professional Planner Researcher Forum heard not all business models may suit this solution.
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.
2024 Researcher Forum