Advisers

These are the best licensees in the land – as rated by advisers

These are the best licensees in the land – as rated by advisers

CoreData Research today announces the winners in its 2020 Licensee of the Year Awards, based on CoreData’s industry-standard Licensee Research and other research carried out by CoreData during the year. […]

by September 18, 2020 0 comments Advisers, Industry, Licensees, Research
The verdict: research providers and investment solutions

The verdict: research providers and investment solutions

Morningstar and Lonsec are the external research providers used by most financial planners, and most planners offer managed funds as their core investment solution for clients, according to CoreData’s latest […]

by September 18, 2020 0 comments Advice, Advisers, Research
Who will be the 2020 CoreData licensees of the year?

Who will be the 2020 CoreData licensees of the year?

On Friday this week CoreData Research will name the winners of the 2020 Licensee of the Year Awards. Today we announce the finalists in key award categories. These annual awards […]

by September 15, 2020 0 comments Advice, Advisers, Licensees
Platforms: how many, the most-used and advisers’ favourites

Platforms: how many, the most-used and advisers’ favourites

Netwealth, HUB24 and Macquarie Wrap have been voted advisers’ favourite platforms, reflecting ease of use and user experience, but only one of them is also among advisers’ three most-used platforms, […]

by September 11, 2020 0 comments Advisers, Industry, Research
An alternatives universe beckons for advisers willing to explore

An alternatives universe beckons for advisers willing to explore

Since the 1970s when big names like Sequoia, Bridgewater and KKR were founded, alternative asset classes have been in the playbooks of institutional investors such as pension funds, endowments, and […]

by September 11, 2020 2 comments Advice, Advisers
Is this the sweet spot for advisers and the FASEA exam?

Is this the sweet spot for advisers and the FASEA exam?

Advisers in relatively large advice practices and advisers with between five and 10 years of experience appear to be finding the cost and time impost of sitting the FASEA exam […]

by September 8, 2020 4 comments Advice, Advisers, Industry, Legislation
Start Making Sense Episode 7: The rise of licensee fees

Start Making Sense Episode 7: The rise of licensee fees

CoreData has just completed its 2020 Licensee Research and it’s thrown up some interesting insights into how financial advisers view their licensees and the services they provide. Overall, advisers’ satisfaction […]

by September 4, 2020 2 comments Advisers, Industry, Licensees
The verdict: What’s your greatest value-add?

The verdict: What’s your greatest value-add?

Last week in CoreData’s first fast-and-focused financial adviser survey, we asked New Model Adviser readers what they consider to be the greatest value-adding activity they undertake for clients. The results […]

by September 3, 2020 0 comments Advice, Advisers, Practice
New standards costing advisers time and money, but the public is onboard

New standards costing advisers time and money, but the public is onboard

The introduction of new education, professional and ethical standards for financial advisers has proven to be both costly and disruptive for financial advices and advice businesses. But new research by […]

by August 31, 2020 2 comments Advice, Advisers
Four basic principles will make tech adoption simpler and less risky

Four basic principles will make tech adoption simpler and less risky

We all know financial planners need to innovate. The old ways of working simply don’t apply any more. That’s because the economics of advice delivery have changed completely. Advisers have […]

by August 27, 2020 0 comments Advisers, Practice, Technology