Licensees

Clearview takes high road with unbranded content

The licensee owner eschewed their own branding in a series of educational videos for clients, preferring to white-label the content and “give something back to the advisers and the community”.

Tahn SharpeMay 8, 2019

Licensees

The future of advice – part two

In this, the second of our two-part series on the future of advice, we look at perspectives on licensing and business structures, as well as investment implementation & research.

Professional PlannerApril 29, 2019

Licensees

RI Advice seeks help on trust and change management

Dealer groups are turning to external professionals to help their authorised reps navigate trust issues and adjust to unprecedented levels of change in the industry.

Tahn SharpeApril 6, 2019

Licensees

Viridian takes deal to Securitor and Magnitude advisers

Self-licensing appears to be the option du jour among Westpac aligned dealer authorised reps who will listen to the pitch from Viridian advice executives this week and next.

Matthew SmithApril 1, 2019

Licensees

The cost of being an authorised rep: have your say

Advisers will need to pay more for unsubsidised services as the industry professionalises. Professional Planner is working with CoreData to gain new insights into this area.

Matthew SmithMarch 26, 2019

Licensees

ClearView enlists freewheeling academic

The major licensee has reacted to adviser requests for client engagement tools by recruiting an expert from Griffith University who specialises in systematising adviser/client relationships.

Tahn SharpeJanuary 23, 2019

Licensees

Time for advisers to pay up for licensees

The evolution of licensees is happening, in part, because advisers are starting to think about certain services as an investment rather than a cost.

Matthew SmithJanuary 18, 2019

Licensees

Bridges reviewing its ‘lucrative’ referral agreements

Referral deals Bridges Financial Services has with credit unions and mutual banks containing ongoing fee arrangements are being reviewed, with changes expected.

Matthew SmithDecember 17, 2018

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Licensees

Licensees

Clearview takes high road with unbranded content

Licensees

The future of advice – part two

Licensees

RI Advice seeks help on trust and change management

Licensees

Viridian takes deal to Securitor and Magnitude advisers

Licensees

The cost of being an authorised rep: have your say

Licensees

ClearView enlists freewheeling academic

Licensees

Time for advisers to pay up for licensees

Licensees

Bridges reviewing its ‘lucrative’ referral agreements

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