It’s time for advisers and practice owners to take their destiny into their own hands and choose a licensee structure that is befitting of where they and the broader profession is heading. This session considers how to conduct appropriate due diligence and what to do if a practice feels they have rushed into an inopportune arrangement.
Angus Benbow, chief executive, Centrepoint Alliance
Simon Hoyle, head of market insight, CoreData
Tom Reddacliff, executive chairman, Encore Advisory Group
Moderator: Matthew Smith, director, retail content, Conexus Financial