APAC

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 […]

The wide and varying experience of advisers sitting the industry exam

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 […]

by April 9, 2021 0 comments Advice, APAC, Global, In the news, Insights
It’s time to be bold and tell the success stories of financial advice

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 […]

by March 30, 2021 0 comments Advice, APAC, Consumers/retail, Global, Insights
Continued losses in life insurance putting  consumer value at risk

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 […]

by March 25, 2021 1 comment Advice, APAC, Consumers/retail, Global, Risk
The value of a licensee: Have your say

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 […]