Licensees
Bridges reviewing its ‘lucrative’ referral agreements
Referral deals Bridges Financial Services has with credit unions and mutual banks containing ongoing fee arrangements are being reviewed, with changes expected.
Licensees
Licensees
Responsible managers ‘need to be a part of the business’
Industry experts explain the importance of advisers considering being an RM knowing the rules and immersing themselves in the business. Tahn Sharpe writes.
Licensees
Choose your next licensee carefully
There is a direct correlation between low adviser education, high adviser mobility, and disciplinary actions brought by ASIC, Adviser Ratings has found.
Licensees
The independence tonic
An individual licensing regime may be a long way off, but the options on the table promise a concoction that will turn the advice industry on its head.
Licensees
The FPA’s plan to move licensing to individuals
The FPA has suggested a system that would grant licences to advisers. Chief executive Dante De Gori says the plan would leave some related obligations with corporate entities.
Licensees
Licensee owners list 2018
Welcome to the 2018 Professional Planner complete, interactive list of licensee owners, published in partnership with Adviser Ratings.
Licensees
2018 Licensee list: Rise of the second tier
Could we be witnessing the gradual disintegration of vertical integration and the emergence of a new style of licence owner? Tahn Sharpe investigates.
Licensees
Man in the mirror: Advisers committed to making a change
Professionalism in advice matters, and the journey there starts with personal accountability.
