Younger explains how the move will impact the advisers moving across as well as what the deal means for the broader advice landscape. He also covers what the future looks like for licensees, and whether this period of consolidation among the larger licensees is set to continue.
Listen as they discuss:
- Why the growing trend of firms self-licensing is a positive when done for the right reasons.
- What the upcoming second tranche of advice legislation needs to include.
- How the CSLR is affecting the advice community and whether it can be fixed.
