For the practices of tomorrow, efficiency will rule
Compliance and changing expectations mean advisers will have to re-think the way they deliver value. Technology is a key part of the puzzle, but only if applied correctly.
Compliance and changing expectations mean advisers will have to re-think the way they deliver value. Technology is a key part of the puzzle, but only if applied correctly.
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.
Compliance