Less prescriptive regulation of advice to wholesale clients is often a lure for advisers to target this market. But the Professional Planner Licensee Summit heard that the definition of wholesale clients is outdated, and a wholesale advice offer presents different – not necessarily lower – risks to advisers, as well as requiring specialised business structures and product knowledge.
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 Licensee Summit