The future of licensee growth will be about expanding their available services and equity partnerships rather than licensing more advisers, the Professional Planner Licensee Summit has heard. While there is a view that advice might be in a new “golden age”, licensing continues to be challenging with tight margins and heavy regulation.
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
Interview: Revolutionising offshore outsourcing"/>
2025 Licensee Summit