Licensee owners list 2018

 

Welcome to the 2018 Professional Planner complete licensee owners list.

The data included in this table is drawn from the Australian Securities and Investments Commission (ASIC) financial adviser register. It is current as of March, 2018.

The table was collated and the licensees grouped by Adviser Ratings, which has also cleaned up the raw ASIC data to eliminate duplicates and other errors.

For detailed analysis of the 2018 licensee list, refer to our professional planner feature article ‘Rise of the second tier’.

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Research reveals clients do know what they want to ask, after all

Research reveals clients do know what they want to ask, after all

As AI is adopted more in financial advice, firms are experimenting with conversational AI to make first contact with clients who are unsure if they need financial advice or who are not yet ready to speak to a person. An Otivo and Borromean report shows that unlike what has been believed, clients do know the questions they want answers to.

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