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MM Newsletter
02 Jan 2025
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Latest News
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Financial planning
Weighing up the risks and benefits of
self-licensing

With 66 per cent of newly established advice licensees being sole advisers, what are the risks and legal ramifications to consider when taking the plunge into self-licensing?

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Financial planning
The pretty penny of self-licensing

With the self-licensing trend here to stay, what are the estimated costs and insurance risks for financial advisers operating their own AFSL without the backing of a larger licensee?

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Promoted Content
Smarter path to investing in the New Year

In the ever-evolving world of investment, seeking better alternative sources of income has become increasingly crucial for investors. Balmain helps expand your portfolio.

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Financial planning
Seeking advisers leaving the large licensee
rat race

A national financial advice firm is targeting advisers looking to leave large licensees and providing them with tools and financial backing to run their own business.

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Financial planning
The cyber risks for self-licensed advice firms

As concerns regarding cyber crime grow, a consultant has shared her doubts regarding whether self-licensed financial advice practices are prepared to mitigate the risks of adopting new advice technologies.

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Financial planning
Are self-licensed advice practices a concern
for ASIC?

Amid concerns that smaller AFSLs may be flying under the enforcement radar, the corporate regulator has clarified how self-licensed advice firms are monitored and whether they are a growing concern.

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Feature
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Features
The 7 megatrends set to transform the
advice ecosystem

A new report has unearthed seven key megatrends that financial advisers need to prepare for to stay ahead of the game and not be left behind by peers.

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