Licensees

Licensees

Licensee Owners List 2021: Licensees in motion

Look past the gaudy exodus numbers and it becomes clear a new shape to the advice industry is emerging. Existing models are being upended, regulatory boundaries are being redrawn and the very purpose of licensing is being reimagined. Amidst the fragmentation, a new crop of licensees are emerging that are unencumbered by the past and looking to the future.
Licensees

Licensee familiarity breeding adviser discontent: CoreData

There’s a clear honeymoon period after an adviser joins a licensee, with satisfaction highest in the initial 12-month period. That’s partly the thrill of the new, no doubt; but it’s also surely because no one likes to admit they’ve made a terrible mistake, even if it’s obvious early on. CoreData's Simon Hoyle reports.
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