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Man is not an island : Should you scale up a micro-AFSL?

Two industry professionals have shared lessons for self-licensed firms amid the debate over scaling up a financial advice business.

Advice is more costly, less accessible

Daily online news, analysis, feature articles, reports and business strategy geared to helping Australia s financial planners and advisers drive business growth

IDR reporting shines spotlight on advisers complaint management

It may be licensees’ responsibility to report internal dispute resolution regime data to ASIC next month, but they are reminding their advisers of the importance of keeping accurate records.

Licensees deride crazy talk in qualified adviser name

Two of Australia’s largest licensees believe the removal of the safe harbour steps will have the greatest impact on advisers, but believe a new name is needed for the proposed “qualified advisers”.

Lifespan looks to micro-AFSLs for business growth

With the growth in micro-AFSLs and self-licensing, Lifespan chief executive Eugene Ardino is looking to double the number of AFSLs it services through its Lifespan Partnership.

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