The effect of having financial planning education mandates imposed on specialists like accountants operating under a limited license is becoming clear, with a stunning reversal for the fastest growing licensee cohorts from last year.
Tahn SharpeMay 18, 2020
Five thousand and twenty-five advisers left the industry in the last 12 months, with those leaving the big institutions also deciding to leave the industry, an analysis of the latest Licensee Owners List reveals.
Matthew SmithMay 15, 2020
The head of ASX-listed Centrepoint Alliance says he’s had to adopt a more fluid and proactive style of leadership during the pandemic, with the group’s ongoing transformation taking a back seat to supporting advisers through the crisis.
Tahn SharpeMay 13, 2020
CoreData, in partnership with Professional Planner, is conducting its annual licensee preference survey to inform a feature to be published in June. Simon Hoyle weighs in on the state of the licensee market today.
Simon HoyleApril 8, 2020