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.

Tahn SharpeJune 3, 2021

Licensees

Licensing discounts not the way to win adviser loyalty: FYG

The practice of enticing advisers with heavily discounted licensing fees is a short-term fix that does nothing to foster loyalty and community, FYG’s Peter Mancell says. The practice can also sow seeds of discontent among legacy advisers who pay higher rates.

Tahn SharpeJune 2, 2021

Licensees

‘No mean feat’: Mota confident on 406 adviser transition to IOOF

Both businesses have more in common than they do differences, CEO Renato Mota told Professional Planner shortly after IOOF announced it had completed the MLC deal Monday. 84pc of the 'target set' of advisers will transfer to IOOF licensees on day one.

Tahn SharpeMay 31, 2021

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.

Simon HoyleMay 25, 2021

Licensees

Findex: Simplifying advice key to post-bank era

Group director Tony Roussos explains how robust licensees like Findex can surge in the vacuum left by institutional wealth providers, and the edge ex-PM Malcolm Turnbull brings to board meetings.

Tahn SharpeMay 20, 2021

Licensees

Difficult times expose home truths about licensee leadership

Among the standout findings from Coredata's 2021 Licensee Research is that advisers at 'top tier' licensees are around 40 per cent less satisfied with their licensee leaders than those at 'medium' and 'large' licensees.

Simon HoyleMay 14, 2021

Licensees

Hartley hails ‘energy and passion’ of AMP’s new advice MD

The head of AMP Australia speaks to Professional Planner about the importance of new leadership to the wealth giant's transformation, and why industry veteran Matt Lawler is the right man for the job.

Tahn SharpeMay 11, 2021

Licensees

Licensee reinvention: Jacobson on Easton’s next steps

The future of the licensee model is as a flexible service provider with access to technology and capital able to partner with advice practices at different stages of their professional lifecycles in addition to offering licensing, Easton's new MD Nathan Jacobson says.

Matthew SmithMay 10, 2021

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