Global

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 […]

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
Image: fran_kie, via Shutterstock

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
Image: Peshkova via Shutterstock

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
Image: Shutterstock, via: Neydtstock

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