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Senior investment research, licensee, asset consulting and managed accounts executives have developed the key elements of the dataset needed for a minimum “starter” SMA reporting standard to improve transparency and accountability. The standard was workshopped at the Professional Planner Researcher Forum and comes as the corporate regulator heightens oversight of managed accounts.
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.
2025 Researcher Forum