Professional Planner’s annual Licensee Summit is recognised as the key event on the calendar for the leaders of financial planning and super fund licensees to meet and engage with peers and colleagues to discuss the issues that underpin great businesses and the delivery of great advice. The Summit focuses on the fundamental challenges, including regulatory change, rising standards, defining a licensee value proposition to remain relevant and compelling, finding people with the right skill sets to support new advice offerings and supporting financial planners as they continue progressing towards professionalism.
This year, we’ll give you insights into how to implement and maintain a best-in-class digital advice offering, and explore emerging customer and business models to increase your ROI, so you can accelerate your business’s growth and profitability.
Could we be witnessing the gradual disintegration of vertical integration and the emergence of a new style of licensee owner? Tahn Sharpe delves into ASIC’s latest registry of licensees and their owners.
The inquiry has put all AFSL holders on notice. Here’s a lawyer’s guide to getting ready for the demands and dangers that may come.
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.
Dec
Mar
Amora Hotel Jamison, Sydney, NSW Australia
