Licensees

2018 Licensee list: Rise of the second tier

Could we be witnessing the gradual disintegration of vertical integration and the emergence of a new style of licence owner? Tahn Sharpe investigates.

Tahn SharpeMay 11, 2018

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

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