In Brief: July Edition  

Do you have a good advice story?

Are you an adviser with a customer who'd like to tell their story how your advice helped them?

Are you a customer with a good story about how advice has added value to your life?

Tell us about it

Micro-AFSL trend to continue in 2024: Wealth Data

« back to media

8 January 2024 by Jasmine Siljic, Money Management

Article link:

The shift towards smaller advice practices obtaining their own Australian financial services licence (AFSL) will resume in 2024, according to Wealth Data’s Colin Williams.

Money Management previously explored the reasons behind advisers choosing the self-licensing route. According to Adviser Ratings, the benefits include having a flexible business model and the ability to have a more diverse or specialised offering.


No comments added.

Add comment




Enter code:*

Add comment

« back to media