self-licensing

Financial planning

What advisers need to make right decisions

Financial advisers facing a dilemma on whether they should go down a self-licensing path or join another licensee should review all the options and utilise the right obje...

Financial planning

Centrepoint’s new strategy brings profit turnaround

Centrepoint Alliance’s new strategy announced last year has proved successful as the company has reported a profit turnaround for the financial year ended 30 June....

Financial planning

Dealer groups tout for displaced advisers

Dealer groups are looking to grow their footprints on the back of the influx of advisers expected from the changes at AMP, the Commonwealth Bank and elsewhere....

Features

WIFS: The perks of being backed by dealer groups

As financial planners increasingly choose the self-licensed path, Anastasia Santoreneos discusses the perks of being licensed under a dealer group with Citadel Wealth’s f...

Features

Treating the symptoms and not the disease

Does the Royal Commission’s call for a compensation scheme of last resort represent treating the symptoms rather than the disease? That is a question posed by Infocus We...