New evidence for self-licensing surge
A significant proportion of advisers planning to switch licensees are opting to obtain their own AFSL, with implications for dealer groups across the spectrum, new research reveals. The 2017 Dealer Group of Choice Survey, conducted by Momentum Intelligence and Forte Dealer Solutions in partnership with ifa and InvestorDaily, surveyed 268 financial advisers from across the licensing spectrum on a range of AFSL satisfaction and sentiment issues.