Tick-a-box approaches to compliance may not only be expensive and time consuming but they could also be holding advisers back from taking the next step in putting ethics into practice and advancing towards broader community trust and professional recognition, JB Were’s Kym Bailey and McMahon Clarke’s Selina Nutley discuss.
Advisers 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 presented to the Professional Planner Licensee Summit. 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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