Featured Homepage Posts
Allison Dummett, who was a founding director at licensee Matrix in 1999, reflects on changes to licensing over the last 20 years and what that means for new advice business practices in 2019.
Tahn SharpeAugust 16, 2019
Amid a flurry of mergers and acquisitions in the advice industry, a legal consultant warns both buyers and sellers to beware. Deep warranties and stringent indemnities could be crucial as principals navigate frothy waters.
Matthew SmithAugust 14, 2019
A recent report by the researcher indicates the vast majority of planners have no plans to leave the industry and are willing to tackle FASEA and the compliance burden head-on.
Tahn SharpeAugust 14, 2019
The nation’s second largest licensee owner is getting ahead of likely legislation and rolling out plans to service clients on yearly terms, according to general manager of advice Darren Whereat.
Matthew Smith and Tahn SharpeAugust 13, 2019
ASIC is only now instigating protection laws for people like Jeff Morris, who blew the lid on CBA malfeasance 10 years ago. If the government was serious, he says, they'd set up an independent body.
Tahn SharpeAugust 9, 2019