Easton expands offering to self-licenced practices
The accounting and wealth management firm Easton Investments has expanded its offering to self-licenced practices, giving them access to its adviser solutions.
Nathan Jacobsen, managing director of Easton, said: “Self-licensed practices tell us they want to maintain autonomy but work in tandem with partners that bring industrial scale, expert advice and ease of access to a practical quality advice framework.
“We are strong advocates for the industry, providing a service infrastructure that delivers flexibility and freedom for self-licensed practices to run their businesses in the way that best serves their clients.”
Easton developed the service around a set of modules targeting specific needs that give self-licensed practices the flexibility to choose the level and type of support required.
The offering also allows practices to benefit from Easton’s strategic focus on technology innovation, giving them access to licensee and adviser solutions.
“We know from experience the business of running an Australian financial services license and a practice is complex and time consuming,” Jacobsen said.
We see our role as enabling self-licensees to get on with what they do best but with the support to manage compliance requirements efficiently and grow their practice.”
AUTHOR
Liam Cormican
Recommended for you
Licensing regulation should prioritise consumer outcomes over institutional convenience, according to Assured Support, and the compliance firm has suggested an alternative framework to the “licensed and self-licensed” model.
The chair of the Platinum Capital listed investment company admits the vehicle “is at a crossroads” in its 31-year history, with both L1 Capital and Wilson Asset Management bidding to take over its investment management.
AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies.
With a large group of advisers expecting to exit before the 2026 education deadline, an industry expert shares how these practices can best prepare themselves for sale to compete in a “buyer’s market”.
