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'It's a different scale': Koda deal won't set industry standard

The Koda Capital deal with Emigrant Partners has brought attention back to the holy grail of wholesale advice, but Encore's Tom Reddacliff says this model won’t work for everyone. At Professional Planner's Licensee Summit he will be leading a panel on the merits of different advice models and the future of advice businesses. ....

New York , United States , Blue Mountains , Jonathan Ayres , Tom Reddacliff , Paul Heath , Steve Tucker , Encore Advisory Group , Fortnum Financial Group , Emigrant Partners , Koda Capital , Licensee Summit , Professional Planner , Neil Younger , Sue Viskovic ,