The Professional Planner | Portfolio Construction Forum Research Forum is a full-day event designed specifically for senior research professionals.
The forum focused on issues related to the generation and delivery of research and research-related materials to clients. It was conducted under the Chatham House Rules to enable robust and open conversations among all participants.
The role of advisers in investment committees should be clearly defined and kept to a minimum, a discussion panel at Professional Planner’s Research Forum in Sydney has said.
Inefficiency and red tape are holding planners back from providing optimal outcomes for their clients. The biggest barriers to efficacy are bloated approved product lists (APLs) and a convoluted regulatory…
The research community needs to be proactive in weeding out products that don’t meet clients’ needs to prevent another crisis, a forum has heard.
