LIMITED LICENCE

Financial planning

Limited licence roles have contributed to almost a quarter of adviser roles lost over the financial year, making it harder for Australians to access single-issue advice....

Financial planning

The SMSF Association wants the Government to dump its limited licensing regime for accountants on the basis of it having failed to meet its objectives and having, instead...

Policy & Regulation

The SMSF Association has claimed limited licence accountants are being disadvantaged by FASEA’s approach....

Accounting

Limited licensees have been at a disadvantage compared to full licensees ever since the accountants’ limited licence regime was introduced....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

3 days 8 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 3 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 2 days ago
moneymanagement logo