Self-licensing is set to be a key trend for 2021 as more advisers consider their options amid rising dealer group fees and the closure of a number of institutional licensees.
In today’s episode of The ifa Show, host Sarah Kendell is joined by Conaill Keniry, managing director of ifa Excellence Awards 2020 finalists Cobalt Advisers. Conaill unpacks his experience with getting his own licence for his advice firm and why he opted for the self-licensing option over a traditional dealer group after a lengthy research process.
Conaill also busts some myths around the self-licensing process and shares how removing layers of dealer group requirements led to a huge increase in productivity for his firm.
In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Estelle Parker, the co-CEO of the Responsible ...
In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by ifa news editor Keith Ford to discuss the ...
In the latest episode of the ifa Show, host Maja Garaca Djurdjevic sits down with founder and director of Forte Asset ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin