Advice

2022 Licensee Research: Changes and opportunities in distribution

2022 Licensee Research: Changes and opportunities in distribution

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 […]

2022 Licensee Research: Challenges and opportunities for licensees

2022 Licensee Research: Challenges and opportunities for licensees

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. […]

by July 4, 2022 0 comments Advice, APAC, Licensees
2022 Licensee Research: Advice and retirement income solutions for members

2022 Licensee Research: Advice and retirement income solutions for members

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 […]

Licensee growth in a time of shrinking adviser numbers

Licensee growth in a time of shrinking adviser numbers

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 […]

by September 28, 2021 0 comments Advice, Licensees
Licensees’ attention turns to data in the quest for advice practice efficiency

Licensees’ attention turns to data in the quest for advice practice efficiency

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) […]

by September 17, 2021 0 comments Advice, APAC, Licensees
Guide, Human Hand, Running, Leadership, Illustration

ASIC’s guide to being good

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 […]

by September 2, 2021 0 comments Advice, APAC, Consumers/retail
CoreData 2021 Licensee of the Year Awards – winners announced

CoreData 2021 Licensee of the Year Awards – winners announced

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 […]

by August 24, 2021 0 comments Advice, APAC, Licensees
All will be revealed: CoreData’s 2021 Licensees of the Year

All will be revealed: CoreData’s 2021 Licensees of the Year

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 […]

by August 17, 2021 0 comments Advice, APAC, Licensees
The repricing of advice is on – and consumers haven’t blinked

The repricing of advice is on – and consumers haven’t blinked

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 […]

by August 2, 2021 0 comments Advice, APAC, Consumers/retail
How the best firms take the mystery out of advicetech success

How the best firms take the mystery out of advicetech success

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 […]