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Home>Events>Licensee Summit>2018 Licensee Summit>

2018 Licensee Summit

2018 Licensee Summit

AFCA updates loom for advice firms

Advice firms must update websites and customer service material by November and will need to amend product disclosure statements and SoAs by mid-next year.
Tahn SharpeJune 19, 2018
2018 Licensee Summit

Advisers told to ask clients, ‘Can we start again?’

Matthew SmithJune 18, 2018
2018 Licensee Summit

Financial product design needs a rethink

Matthew SmithJune 13, 2018
2018 Licensee Summit

Self-licensing debate must consider tribalism effect

Matthew SmithJune 8, 2018
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2018 Licensee Summit

Self-licensing to stretch firms and regulator

Tahn SharpeJune 6, 2018
2018 Licensee Summit

Professional Planner | Licensee Summit 2018 gallery

Tahn SharpeJune 6, 2018
2018 Licensee Summit

ASIC to take more ‘intensive action’

Matthew SmithJune 5, 2018
Events

Licensees must be proactive rebuilding trust: De Gori

Tahn SharpeJune 4, 2018
2018 Licensee Summit

Licensee of the Year Awards 2018

Tahn SharpeJune 4, 2018
2018 Licensee Summit

Advisers reveal what they want

Tahn SharpeJune 4, 2018

Media

Podcast

Rebuilding life insurance advice in a changing market

Video

Tariffs, trade wars and reverse globalisation

Video

US exceptionalism and AI demand

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    Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.

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