Licensees

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

Licensees

CBA abandons Financial Wisdom with ‘assisted closure’

The nation’s largest bank announced this morning that its Financial Wisdom licensee will be closed, with licensing through its last major wealth asset to finish in June 2020.

Tahn SharpeAugust 7, 2019

Licensees

Self-licensing process has shortened

The regulator is approving licensing applications quicker than in recent months but is throwing some curly questions at aspiring licensees, particularly relating to their PI cover, experts have revealed.

Matthew SmithAugust 1, 2019

Licensees

FinWis sale in doubt as advisers disperse

A sale of the licensee group is looking increasingly improbable as advisers under the Financial Wisdom banner search for new homes, with an eventual wind down of the dealer group likely, according to industry sources.

Tahn SharpeJuly 23, 2019

Licensees

Sentry and Matrix win top ‘licensee of the year’ awards

Licensee of the year awards were presented by researcher CoreData at a low-key presentation ceremony in Sydney’s CBD in front of a handful of industry peers.

Matthew SmithJuly 16, 2019

Licensees

The three critical calls in self-licensing

There are just a few calls necessary to kick off the self-licensing journey, according to Encore Advisory’s Tom Reddacliff. But they need to be made in the right order.

Tahn SharpeJuly 2, 2019

Licensees

Count Financial sold to ‘natural home’ CountPlus

The converged accounting and advice practice is backing itself to run CBA’s second largest cluster of advisers, and could extend its influence over the group considerably.

Tahn SharpeJune 13, 2019

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