Advice

When it comes to licensees, is smaller better?

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. […]

by March 19, 2021 0 comments Advice, APAC, Global, Licensees
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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, […]

by March 16, 2021 0 comments Advice, APAC, Consumers/retail, Global, Insights
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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 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 […]

by March 9, 2021 0 comments Advice, APAC, Global, Insights, Licensees
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Why should advisers segment their client base?

A deep understanding of clients should be a strength of any advice practice. Understanding clients means not only being intimately familiar with their goals, objectives and advice needs, it also […]

by March 5, 2021 0 comments Advice, APAC, Global, Insights
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Ask the right questions the right way to get the best answers

CoreData research has shown that only around one-third of financial advice firms conduct formal and regular surveys to keep in touch with clients and what they’re thinking. In other words, two-thirds of […]

by March 2, 2021 0 comments Advice, APAC, Global, Insights
Why Australians think financial advice is becoming more useful

Why Australians think financial advice is becoming more useful

An understanding of the benefits of financial advice seems to be gaining ground, with CoreData’s latest Trust in Financial Services research finding a majority of Australians believe financial advice is […]

by February 26, 2021 0 comments Advice, APAC, Consumers/retail, Global, Insights
Protecting true financial advisers a central part of the new regime

Protecting true financial advisers a central part of the new regime

Financial advisers are a mightily exclusive group, and should be treasured as such. We all know the new standards that existing financial advisers must meet if they want to stay […]

Image: Shutterstock, via: Erickson Stock

Licensees fishing in a dwindling pond of advisers

Speak to most licensees today and they’ll explain how their growth strategy for the coming 12 months includes (if it’s not entirely dependent on) recruiting new advisers and advice practices. […]

by February 19, 2021 1 comment Advice, APAC, Current events, Global, Licensees
Mapping the pain in the PI market

Mapping the pain in the PI market

In January the Australian Securities and Investments Commission responded to questions on notice during a Parliamentary Joint Committee on Corporations and Financial Services hearing about ructions in the professional indemnity insurance […]