As the established ways of serving clients are challenged by technology and changing demand, how the industry is structured and how it works must shift fundamentally. The biggest risk the wealth management sector faces – including advice – is not necessarily losing AUM but losing relevance. ETFs based on streaming Taylor Swift songs are only the beginning.
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 Licensee Summit