SELF-LICENSING

Financial planning

Data from Adviser Ratings’ upcoming Advice Landscape Report has painted a picture of the average advice practice in 2024, including the profit margins and revenue of top-...

Financial planning

As financial advisers seek out practice management support, the purpose of BDMs has shifted beyond just selling investment products to providing invaluable guidance to ad...

Financial planning

Two industry professionals have shared lessons for self-licensed firms amid the debate over scaling up a financial advice business....

Financial planning

Insights from Ensombl has ranked practice management as the most frequently discussed topic among financial advisers as many move away from a licensee to set up their own...

Financial planning

With the growth in micro-AFSLs and self-licensing, Lifespan chief executive Eugene Ardino is looking to double the number of AFSLs it services through its Lifespan Partne...

Financial planning

Advisers are likely to look towards self-registration with the regulator rather than a licensee model in the future, but self-licensing is not without its pitfalls, accor...

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Financial planning

Financial advisers facing a dilemma on whether they should go down a self-licensing path or join another licensee should review all the options and utilise the right obje...

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Financial planning

Centrepoint Alliance’s new strategy announced last year has proved successful as the company has reported a profit turnaround for the financial year ended 30 June....

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Financial planning

Dealer groups are looking to grow their footprints on the back of the influx of advisers expected from the changes at AMP, the Commonwealth Bank and elsewhere....

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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...

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Features

Does the Royal Commission’s call for a compensation scheme of last resort represent treating the symptoms rather than the disease? That is a question posed by Infocus We...

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MARKET INSIGHTS

Shareholder

Get rid of the rest of the old guard to clean up the culture, then you might have a chance....

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