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Financial Planning

Non-aligned licensee inquiries to rise in 2015

Independence, the flexibility to build an approved product list and cheaper, more advanced technology and platforms are encouraging more advisers to leave large licensees and strike out on their own.

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Read more: Independence,  Bate,  Advanced technology,  Advisers,  Bates,  Canopy Private director Christopher Bate,  Canopy Private director Christopher Bates,  Charter Financial Planning,  Commonwealth,  Connect,  Connect Financial Services Brokers chief executive Paul Tynan,  Financial Planning,  Financial Standard,  Foothills Financial Services director Lincoln Holland,  Forte Dealer Solutions director Steven Prendeville,  GFC,  Hagger,  Investment Trends survey,  Madison Financial Group,  May 2014,  NAB Wealth group executive Andrew Hagger,  Prendeville,  Rainmaker Information figures,  September 2014,  Tynan,  Westpac