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One In, Ten Our: Banks Lead Adviser Outflow

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May 20, 2021 by Tahn Sharpe, Professional Planner

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Bank licensees bore the brunt of adviser departures in the first quarter of 2021 according to research house Adviser Ratings, continuing the trend of advisers steering away from institutional groups for their licensing needs.

Furthering another recent trend, accountants providing SMSF advice under limited licenses left the industry at an accelerated pace as well; 5.3 per cent of limited licensees abandoned their registration, Adviser Ratings stated in its Q1 Musical Chairs report.


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