Conexus Financial

Chris Hulatt and Olivier Rousseau spoke at our Fiduciary Investors Symposium at The University of Chicago Booth School of Business on how the war in Ukraine has highlighted the need to delicately balance energy security with the #energy transition. top1000funds.com/2022/05/soluti…

At our recent Fiduciary Investors Symposium at The University of Chicago Booth School of Business we explored how tech wipe out brings lucrative opportunities for savvy investors. top1000funds.com/2022/05/tech-w…

Now the election is over it’s time for a new social compact. Australians have made it very clear that it’s time to move past the short-term, populist pitches to the electorate and time to focus on structural issues facing Australia, explains @Fireynolds. investmentmagazine.com.au/2022/05/its-ti…

We have teamed up with @planner_tweets and @InvestmentMag to bring you the 2020 Retirement Conference on Mar 31. Check out the speakers and sessions, and secure your place with the discounted FPA early bird rate at $125 + GST today: hubs.ly/H0n5xGB0

@Wufoo HI our account is currrently down and we are unable to access any of the live forms we have created. Can you please provide an urgent update?

The @InvestmentMag Retirement Conference kicks off with the opening session that explores the legislative updates and new rules for enshrining income in retirement. @Cooperannuation @APRAinfo @Treasury_AU #retirement

If the regulator extends its report into conflicts from the big five into smaller practices they’ll be focusing on the two requirements advisers commonly fail, a prominent lawyer says. professionalplanner.com.au/2019/03/the-tw… #ASIC #Thefoldlegal #regulation

The announcement that CBA had delayed the spin off of its 'NewCo' entity was the talk of the room at an industry conference where a CFS executive was speaking during a session entitled: ‘A longer term perspective on advice businesses’. professionalplanner.com.au/2019/03/cfs-ex… #CBA #CFS #IMAP

Advisers have traditionally focused on the wealth accumulation phase. Now, with significant assets shifting to decumulation, businesses are adapting. professionalplanner.com.au/2019/03/advice… #decumulation #AllianzRetire+

The CFA Institute will work with 30 asset owners and managers as “experimental partners”, implementing diversity and inclusion action plans in their businesses. ow.ly/PSUf50mZAME #diversity #CFA #RebeccaFender #Blackrock

As the tide of sentiment towards big tech shifts internationally, investors in Australia’s emerging tech names should be cautious, Roger Montgomery writes. ow.ly/Nopg50mZADd #investment @rogermontgomery #technology

Perth-based Broadleaf will close its first equity funding round and is on the hunt for quality advice practices to test it’s “hub and sub” model. ow.ly/m6qy50mX6uS #Broadleaf #Advicebusinesses

A compliance expert has said that while the service advisers provide is often top notch, the regulator is cracking down on the incomplete paperwork behind it.  ow.ly/FO0a50mX6ul #ASIC @compliance #regulation #AlexisCompliance and Risk Solutions

A senior adviser at the regulator explained some of the projects that will be paid for with the regtech war-chest, including a new licensing tool that will assist advisers seeking an AFSL. ow.ly/NsAd50mLF75 #ASIC #regtech #APRA #licensing

IOOF’s ability to keep 670 ex-ANZ advisers on the books will be crucial to overcoming executive disqualifications and a bruising royal commission outcome, according to Morningstar. ow.ly/4H9C50mHLRA #IOOF #ANZ #HayneRoyalCommission #ASIC #APRA

The listed wealth company is testing a new pricing strategy with its authorised reps, the first stage of a transition away from subsidised product revenue streams. ow.ly/cXfD50mDL4s #centrepoint #licensing #advice

Advisers are looking to their dealer groups and licensees for regulatory oversight rather than operations support in the current climate, according to the results of a poll. professionalplanner.com.au/2019/03/advise… #licensees #advicelicensing #dealergroups #regulation #ASIC

Treasury has put advisers – and the regulator – on notice that they have less than two years to figure out a way to wipe grandfathered commissions from their balance sheets. ow.ly/YHuf50mwfhk #HayneRoyalCommission #grandfatheredcommissions #ASIC #APRA

Financial planners looking for ways to tap into the Millennial generation client opportunity need an unpatronising approach to wealth planning and providing sound financial advice based on fundamental education. ow.ly/V8zL50mlty5 #millenials #marketing #jessicasier

The head of a large dealer group says that while conflicts of interest can exist in managed account structures, there’s little potential for them in traditional licensee models. ow.ly/LtQb50mltnK #managedaccounts #conflicts #lifespan #lonsec