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SELF-LICENSING
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...
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...
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....
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....
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...
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
Podcast
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...