Licensees
Search for quality: What beer can teach us about compliance
Paul Barrett puts on his hat as chairman of a beer manufacturer to reluctantly answer the number one question financial advisers are asking.
Paul BarrettSeptember 30, 2019
Licensees
Licensees
What advisers really think of their licensee
A revealing answer to the question 'What would a licensee need to do for you to switch?' gave an interesting insight into advisers' hearts and mind.
Simon HoyleSeptember 27, 2019
Licensees
HUB24’s Alcock backs mid-tier licensees
The outspoken platform head reckons ‘institutional dislocation’ will continue as medium-sized licensee groups take the reigns and win market share.
Tahn SharpeSeptember 11, 2019
Licensees
Centrepoint doubles down on fee-for-service transition
After getting 86 per cent of its 227 advice businesses to sign up for a fee-for-service model, the licensee is now focusing on conflict-free models for its dealer services offering.
Tahn SharpeSeptember 10, 2019
Licensees
Not all dealer services are built the same
The head of Clearview’s dealer services provider warns that self-licensed advisers are taking a chance by using providers that rely on external professionals to get the job done.
Tahn SharpeSeptember 6, 2019
Licensees
The end of institutionally-owned advice (as we know it)
AMP, CBA, IOOF and NAB MLC’s disclosures provide more detail regarding the go-forward advice strategies of the country’s largest institutions, offering the best view yet of what the new advice world might look like.
Matthew Smith and Tahn SharpeAugust 20, 2019
Licensees
After 20 years, we’ve almost reached peak compliance
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
Licensees
Lloyd to ‘segment and protect’ Godfrey Pembroke
Geoff Lloyd speaks to Professional Planner about MLC’s new blueprint for advice, the consolidation of its licensee footprint and why Godfrey Pembroke remains a standalone entity.
Tahn SharpeAugust 15, 2019