Licensee Summit

The ALRC is tasked with unwinding complex and unwieldy financial services regulation, with its interim reports indicating it will do so without fear or favour. We sit down with the people who will shape the industry, discuss the interplay between legislative architecture and legacy regulation, and the effect changes to both will have on the advice ecosystem.

This session looks at Michelle Levy’s take on the review she’s undertaking – what she expected, what she’s found, what the submissions (due June 3) have expressed and what’s next.

This session looks at what could be achieved if we started building the planning profession from scratch and looking at how we could expand advice delivery to more Australians.

Two licensing industry behemoths share their vision for the future of the industry and reflect on how they are building scale in a tailored way.

In a possible future where advisers are individually registered we look at what advisers value most from their dealer groups and consider how licensees may further evolve to provide service-only propositions that advisers will continue to value.

The insurance industry has been hard hit by changes in the industry, changes to commissions, the growth of mental health issues, a change in the demographics of people insured, and the loss of insurance advisers. How the industry moves to make sure Australians are insured, how we encourage more young people to insurance and how the industry can remain sustainable with the rising costs of doing business is the major concern.

Mental health issues in the advice industry have become more prevalent in the wake of the Royal Commission and the pandemic. We look at how licensees can be affected by the mental health issues of their advisers and how they can best take care of them when problems arise.

Australia's best-known brain surgeon Charlie Teo talks about his work on the brain, mental health and why he has chosen the most difficult stream of medicine to focus on, plus the  advances he's seen in his time in surgery.

CoreData presents its latest research on licensee satisfaction; where advisers score licensees on what they’re doing well and what the need to do better.

For the last 20 years the industry has been trying to answer the basic question – how can we provide advice to more Australians? We’ve tried product innovation and greater regulation but in 2022, the gaps still remain. Is this industry ready for disruption? Are there innovators that can take on the challenge and spur real change in the industry to solve this need? We look at the way businesses are run, how technology is used and how we can potentially change the industry to capitalise on efficiencies and, by doing so, advise more Australians.

This conversation will analyse different business models from across the advice community that offer a profitable roadmap for the future.

Licensees list cybersecurity as the number one concern in 2022. We look at a case study of what actually happened when something did go wrong. How responsible are as a licensee if something goes wrong in one of your practices or with one of your advisers?

Top legal minds provide valuable tips on how to best protect advisers from appearing in the courts and the complaints tribunal with examples of what they've been seeing from dealer groups and advisers.

summing up of what three licensees have learned from the event over the last two days including an update from the Licensee group, and the view from the big players, and established names and the newer breed of adviser and money coach.

One of the superannuation industry’s most influential characters, Garry Weaven, talks about what the intentions of compulsory super were and how he views the results since then. What would he do today to set Australians up best for their future.