Industry

How one licensee has been pushed to find new boundaries amid COVID-19 disruption

How one licensee has been pushed to find new boundaries amid COVID-19 disruption

They say you should never let a good crisis go to waste, and the COVID-19 pandemic has handed financial advisers and licensees an opportunity to rethink how they interact with […]

by October 6, 2020 0 comments Advisers, Industry, Licensees
Why an evolving advice industry is challenging for investment managers too

Why an evolving advice industry is challenging for investment managers too

It’s often said good strategy is like gold: it’s precious, but rare. But when the challenges appear ubiquitous and the market strewn with look-alike competition it’s strategy (your inimitable gameplan) […]

by October 2, 2020 0 comments Advice, Advisers, Industry, Licensees
These are the leadership traits that will lead to success in financial advice

These are the leadership traits that will lead to success in financial advice

In the first of a two-part series New Model Adviser looks at the issue of leadership in the licensee industry. You can read Part Two here. Nothing stays the same […]

by September 29, 2020 1 comment Industry, Licensees
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
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
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
Pandemic reveals the essential work of financial advisers

Pandemic reveals the essential work of financial advisers

We’ve heard a lot during the global pandemic about our frontline health workers, and the essential role they’ve played in keeping us safe. Our health has been the primary focus […]

by July 27, 2020 0 comments Advice, Advisers, Industry
Hearing other voices: why guilt by association could prompt a client to exit

Hearing other voices: why guilt by association could prompt a client to exit

Most financial advisers know well by now that two of the most important ways of attracting new clients and retaining the clients they have is to generate referrals and to […]

by June 25, 2020 0 comments Advisers, Industry, Research
CoreData 2020 Licensee Research: How is your licensee performing?

CoreData 2020 Licensee Research: How is your licensee performing?

In 2019 financial advisers across the country sent a clear message to their licensees: support us, help us through the changes that are buffeting our industry, our businesses and our […]

by April 30, 2020 0 comments Advice, Industry, Licensees