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Financial planning
There may be a trend for advisers opting to set up their own licence, but those contemplating the change have been warned it is not necessarily the right path for every a...
Financial planning
The financial advice profession can expect to see more advisers forming their own practice instead of sticking with major licensees in 2024, leading to greater industry c...
Financial planning
AMP has revitalised its Jigsaw Advice Solutions business to provide expanded add-on services to self-licensed financial advisers, ranging from AFSL setup to revenue manag...
Features
The number of profitable practices channelling their time, capital and resources into self-licensed ventures is on the rise, a trend which larger licensees are observing ...
Features
As financial planners increasingly choose the self-licensed path, Anastasia Santoreneos discusses the perks of being licensed under a dealer group with Citadel Wealth’s f...
Financial planning
Self-licensed advisers may be independent but desire peer-based learning to see how other businesses implemented solutions and strategies....
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...