Our 10 best quotes of 2019

Through the muck and the mire of 2019 one thing has remained constant; participants and purveyors in and around the financial planning industry have their own – often strong – opinions on the world around them.

 

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Advisers are satisfied with licensees… except in one area

Advisers are satisfied with licensees… except in one area

Advisers are satisfied with their licensee in all but one area: helping business growth, according to annual research from CoreData. That factor may be the difference that motivates self-licensed practices to join larger networks as the data shows that the impact of those responsibilities is leading to sleepless nights.

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