Is self-licensing worth the cost?
Two advice professionals examine the cost-effectiveness of running your own licensee and whether the expenses are worth the benefits it provides....
Supercharging self-licensed firms – Kon Costas & Matt Heine on “Between Meetings” podcast
This month, Kon Costas joined Matt Heine on Netwealth’s Between Meetings podcast for a wide-ranging conversation about the future of advice, and the power of Community. They covered: • The bigge...
Advanced Responsible Manager Training 2025: Action Items
Key priorities and action items...
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Advanced Responsible Manager Training 2025: Action Items
Key priorities and action items
The cultural deal breaker in advice M&A
Two commentators have shared why cultural alignment can be the biggest deal breaker when it comes to advice M&A.
Supercharging self-licensed firms – Kon Costas & Matt Heine on “Between Meetings” podcast
This month, Kon Costas joined Matt Heine on Netwealth’s Between Meetings podcast for a wide-ranging conversation about the future of advice, and the power of Community. They covered: • The bigge
‘Moral hazard’ of CSLR contributing to liability imposed on advisers
The Principals’ Community has told the Dixon Senate inquiry that the existence of the CSLR and the way it has been set up incentivises its use over other avenues to recover funds. Fears over the Com
Coalition promises to fix CSLR costs
The federal opposition has pledged to bring down the costs of the Compensation Scheme of Last Resort days after the Financial Advice Association Australia raised concerns over lack of transparency reg
The Principals’ Community appoints Numerisk as preferred PI insurance partner for members
The Principals’ Community is proud to announce that we have carefully selected Numerisk. as our preferred PI insurance business partner through a rigorous selection process. For several years, we ha
OFA changes – a win for flexibility
With the recent passage of the Delivering Better Financial Outcomes Bill, the Ongoing Fee Arrangement landscape is due to change in early 2025. The passage of this Bill gives legs to the first tranche
The Principals’ Community encourages making CSLR payments ‘under protest’
Advisers should make Compensation Scheme of Last Resort levy payments under protest, according to legal advice provided to the Principal’s Community. Despite suggestions in quarters of the advice se
Are licensees overpromising and underdelivering to advisers?
Commentators have discussed whether licensees are providing enough value and support to their advisers for the high price tag, prompting some to consider the self-licensing route.
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Advanced Responsible Manager Training 2025: Action Items
Key priorities and action items
The cultural deal breaker in advice M&A
Two commentators have shared why cultural alignment can be the biggest deal breaker when it comes to
Supercharging self-licensed firms – Kon Costas & Matt Heine on “Between Meetings” podcast
This month, Kon Costas joined Matt Heine on Netwealth’s Between Meetings podcast for a wide-rangin