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Financial Planning

Grandfathering pushes self-licensing

Uncertainty around the grandfathering provision of the Future of Financial Advice regulations has made a self-license more appealing for advisers looking to leave their dealer group.

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Read more: Corporate & Licensee Partnerships Anne FuchsFinancial AdviceFinancial Advice regulationsAdvice Simon MicallefFutureSoula CargakisAdvice Group headAFAAssociate Advisory PracticesAssociationFinancial PlanningGovernmentGrandfatheringJuly 1July 3June 28Pinnacle Practice headSenate vote