The financial advice landscape continues to change, and as it does, it presents new challenges and opportunities for organisations that rely on financial advisers to get products and services to […]
It goes without saying that it’s a challenging time to be a licensee. The cost of delivering high quality services is rising. The pool of available advisers is drying up. […]
One of the biggest challenges facing super funds as Australia’s population ages and as more people start to move into retirement, is how to deliver great retirement income solutions to […]
It’s common knowledge that the number of financial advisers in Australia has been in decline since the end of 2018. A combination of natural attrition and regulatory change driving out […]
GPS Wealth has a strong track record in the Licensee of the Year stakes, as a multiple winner of both its respective licensee category (previously independently owned, now Top Tier) […]
Every year the Australian Securities and Investments Commission (ASIC) releases its corporate plan, looking ahead five years and giving us an insight into which rocks it will be looking under […]
The CoreData 2021 Licensee of the Year Awards are based on the opinions and views of financial advisers themselves. CoreData’s Licensee Research forms the basis of the awards, and it […]
The past year has been characterised by greater disruption to financial advisers’ businesses, and a greater need for clear and effective leadership by licensees, than ever before. Through the turmoil […]
If a career in financial services doesn’t work out for Paul Barrett then he could seemingly make a decent living as a chippie: he’s hit the nail on the head […]
Effective use of technology drives business success for financial advisers. Businesses that invest wisely in technology – who think ahead, budget and execute to a plan – are more likely […]
2022 Licensee Research: Changes and opportunities in distribution 
2022 Licensee Research: Challenges and opportunities for licensees 
2022 Licensee Research: Advice and retirement income solutions for members 
Licensee growth in a time of shrinking adviser numbers 
Licensees’ attention turns to data in the quest for advice practice efficiency 
Every quarter for the past 18 years, CoreData has collected information on Australia’s high-net-worth investors and their intentions and mapped them against the investment intentions of our mass affluent. For […]
It goes without saying that it’s a challenging time to be a licensee. The cost of delivering high quality services is rising. The pool of available advisers is drying up. […]
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