Licensees

ClearView enlists freewheeling academic

The major licensee has reacted to adviser requests for client engagement tools by recruiting an expert from Griffith University who specialises in systematising adviser/client relationships.

Tahn SharpeJanuary 23, 2019

Licensees

Time for advisers to pay up for licensees

The evolution of licensees is happening, in part, because advisers are starting to think about certain services as an investment rather than a cost.

Matthew SmithJanuary 18, 2019

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.

Matthew SmithDecember 17, 2018

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.

Tahn SharpeNovember 23, 2018

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.

Matthew SmithJune 29, 2018

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.

Tahn SharpeJune 18, 2018

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.

Matthew SmithMay 16, 2018

Licensees

Licensee owners list 2018

Welcome to the 2018 Professional Planner complete, interactive list of licensee owners, published in partnership with Adviser Ratings.

Professional PlannerMay 15, 2018

<1of6>