Merry Christmas from Money Management
This is the final Money Management e-newsletter for 2017.
We’ll be back in 2018 with our first e-newsletter on Monday, 8 January.
We wish all our readers a peaceful and merry Christmas and a safe and prosperous new year.
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As the industry navigates the fallout from recent product failures, two major AFSLs have detailed their APL selection process and relationship with research houses, warning a selection error could “destroy” a licensee.
The impending retirement of financial advisers in their 50s could see the profession face significant succession challenges over the coming decade and younger advisers may not be the answer.
With a third of AFSLs being solo advisers, how can they navigate key person risk and ensure they are still attractive propositions for buyers when it comes to their succession planning?
A quarter of advisers who commenced on the FAR within the last two years have already switched licensees or practices, adding validity to practice owners’ professional year (PY) concerns.
