The key event on the calendar for the leaders of financial planning and super fund licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice.
Disjointed conversations between financial planners and advisees was just one issue Licensee Summit participants said the industry could improve to win back trust.
Matthew SmithJune 18, 2018
Advisers are staying with licensees because they take pride in their associations with other practitioners, GPS Wealth managing director Grahame Evans says.
Matthew SmithJune 8, 2018
Advisers need to demystify planning and educate the wider public on what great advice can do for them. But they need assistance, and that’s where licensees come in.
Tahn SharpeJune 4, 2018