Utilising managed accounts either in-house or through an external provider each comes with a raft of pros and cons – along with the scrutiny over perceived conflicts. The Researcher Forum has heard the decision ultimately comes down to what is fit for purpose for the advice firm and where the service proposition truly lies.
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.
2023 Researcher Forum