Licensees

Licensees

Count Financial sold to ‘natural home’ CountPlus

The converged accounting and advice practice is backing itself to run CBA’s second largest cluster of advisers, and could extend its influence over the group considerably.

Tahn SharpeJune 13, 2019

Licensees

A case study in front running disruption: Centrepoint

Transparency with advisers was an essential part of the transformation process Centrepoint Alliance CEO Angus Benbow kicked off close to a year ago now. Leaders have no choice but to face into the challenges, he says.

Matthew SmithJune 12, 2019

Licensees

Advisers sticking around will pay up for services

Advisers have a reasonably high tolerance for licensing fees to continue to increase, but the bar has been raised on the quality of services they expect.

Matthew SmithJune 6, 2019

Licensees

Satisfaction with institutional licensees craters

Advisers are disillusioned with institutionally owned licensees, according to research presented by CoreData, which shows satisfaction levels have dropped below 25 per cent.

Tahn SharpeJune 4, 2019

Licensees

Advisers adrift: The top ten licensees in 2019

The top end of this year's licensee list is notable for the stalled exits of the big banks and a surge in numbers for limited license advice providers. We pick apart the ups and the downs of this year's top ten.

Tahn SharpeJune 3, 2019

Licensees

Sentry Group sharpens pencil with ASIC action

After years spent completing an ASIC enforceable undertaking for their newly acquired WFS licensee, Sentry CEO David Newman says they’re stronger than ever.

Tahn SharpeJune 3, 2019

Licensees

Licensee owners’ list 2019

From big banks on a steep decline to surging converged models and a slew of burgeoning dealer groups, this year’s full licensee owners’ list is a movable feast of advice groups influx.

Professional PlannerMay 31, 2019

Licensees

Adviser Ratings predicts ‘upsurge’ in failed licensees

Mark Hoven singled out small, “overcommitted” licensees and mid-sized AFSL holders in a presentation highlighting the many headwinds the industry is facing.

Tahn SharpeMay 13, 2019

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