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 […]
Advice
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 […]
The wide and varying experience of advisers sitting the industry exam
It turns out that stockbrokers might not be as bad at ethics and incompetent at basic financial advice as they would have us believe. Claimed exam failure rates of as high as […]
It’s time to be bold and tell the success stories of financial advice
Melissa Caddick was just one more in a line of people who over the years have given financial advisers a bad name, even though she wasn’t even an adviser. The […]
Continued losses in life insurance putting consumer value at risk
Life insurance companies are stuck between a rock and a hard place. On the one hand, there’s a need to drive efficiencies that flow through to value for money from […]
The value of a licensee: Have your say
There’s probably never been a more important time for financial advisers to truly believe that their chosen licensee is a genuine partner to them in running their business and servicing […]
When it comes to licensees, is smaller better?
We call it the “advice diaspora”. It’s the observed phenomenon of financial advisers driven from institutionally owned licensees by market, regulatory and other forces, and finding homes with smaller licensees. […]
Does the type of firm drive which adviser a consumer chooses?
When deciding who to engage with to manage their financial affairs, consumers have a dizzying array of options to choose from. Advisers possess varying degrees of education and professional credentials, […]
CoreData’s 2021 Licensee Research is now open
You’re invited to take part in this annual industry-standard financial advice research project to share your views and opinions about the quality and performance of your licensee. The CoreData Licensee […]
What do the best licensees all have in common?
What do GPS Wealth, Affinia, Lifespan, Sentry, Matrix and RI Advice have in common? Let me stop you there – the answer we’re looking for is: “They were all finalists […]
Recent Posts
The repricing of advice is on – and consumers haven’t blinked
August 2, 2021
How the best firms take the mystery out of advicetech success
May 3, 2021
The wide and varying experience of advisers sitting the industry exam
April 9, 2021
It’s time to be bold and tell the success stories of financial advice
March 30, 2021
Continued losses in life insurance putting consumer value at risk
March 25, 2021
