Licensees
Man in the mirror: Advisers committed to making a change
Professionalism in advice matters, and the journey there starts with personal accountability.
Jason AndriessenMay 1, 2018
Licensees
Licensees
Self-licensing: ‘not too hard’
Damien Burns broke from the big banks and set out on his own, something he says the larger institutions don’t want people to know they have the means to do.
Johanna RobertsApril 23, 2018
Licensees
Licensee Summit to honour industry leaders
The Professional Planner Licensee Summit in June will reveal the winners of the prestigious Licensee of the Year Awards and mark the way forward for the sector.
Tahn SharpeApril 13, 2018
Licensees
Big banks will sell advice arms soon: poll
A Professional Planner online survey has revealed that the vast majority of planners believe all four big banks will sell their wealth-planning arms in the next two years.
Tahn SharpeApril 6, 2018
Licensees
Almost half of firms in poll independent or intend to be
In a Professional Planner survey, nearly half of respondents said their firm was either self-licensed or planning to be self-licensed, confirming the trend towards independence.
Tahn SharpeMarch 20, 2018
Licensees
In your best interests: the case for super association mergers
The time is ripe to question whether some of the financial services industry associations should merge.
Simon HoyleMarch 14, 2018
Licensees
Five ways dealer groups can prepare for the royal commission
The inquiry has put all AFSL holders on notice. Here’s a lawyer’s guide to getting ready for the demands and dangers that may come.
Mark Petrucco and Jacob UljansMarch 1, 2018
Licensees
Influential US adviser has praise, criticism for Australia
Michael Kitces has one major gripe with the Australian industry, but also thinks it could teach the states a thing or two about standards.
Tahn SharpeFebruary 28, 2018