2025 Licensee Summit
Profession needs to maintain ‘productive paranoia’
Green shoots are appearing for the advice profession after a transformative decade that saw the upheaval of an entire industry. But while advisers and licensees might be the beneficiaries of favourable tailwinds, the Professional Planner Licensee Summit heard they should be wary – and prepared – for another downward turn in the cycle.
Chris DastoorJuly 9, 2025
