Licensees

Licensees

The post pandemic advice practice: 5 areas that will change

General manager of Sydney-headquartered advice licensee Profile Financial Services Lena Ridley shares some of the insights from her recent involvement at Professional Planner's Licensee Summit - the top five areas savvy practice owners can adapt in a post-Covid business operating environment.

Lena RidleyJune 19, 2020

Licensees

Licensing models get the tug-of-war treatment

As the industry grapples with the idea of individual licensing key stakeholders debate whether the concept is the future of advice or a costly and unworkable furphy.

Tahn SharpeJune 16, 2020

Licensees

‘Put the weapons down’: Fitzpatricks boss

The Chairman and director of Fitzpatricks, John Woodley, has urged both the FPA and contending licensee groups to put aside their differences and consider the greater good.

Tahn SharpeJune 11, 2020

Licensees

Acquirers attracted by cost-focused practices

Practice owners able to reshape the expense line of their businesses by creating efficiency using technology will attract the eye of acquirers and full valuations on the other side of the crisis, according to heads of prominent licensees.

Matthew SmithJune 4, 2020

Licensees

Scaled advice, ROAs and fintech key to industry recovery: Hume

The Minister highlighted the role of ‘single issue’ advice in bringing the industry back to life and implored ASIC to be ‘forward leaning’ in facilitating the rollout of tools advisers need to flourish.

Tahn SharpeJune 2, 2020

Licensees

Institutional retreat leaves licensees without ‘capital keel’

The institutions’ exodus from advice has left large cohorts of licensed entities without capital adequacy and operating “unobserved” by the regulator, according to CoreData chief Andrew Inwood.

Tahn SharpeJune 1, 2020

Licensees

Financial Adviser Licensee Owners List 2020

The great wealth exit by the banks has played out in the last 12 months and is now reflected in shape of the industry as many advisers have chosen to go down the self-licensed route and many more have left the industry entirely.

Professional PlannerMay 29, 2020

Licensees

IOOF likes ‘balance’ in licensee models

The IOOF advice chief explains why the second biggest licensee owner in the country is quite happy to run three very different but equally important models for their cohort of brands.

Tahn SharpeMay 26, 2020

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