Walking the walk to prove the future of advice
Matthew Rowe has talked the talk, and now he’s limbering up to walk the walk. At stake might be nothing less than the future of the financial advice profession itself. […]
Insights
I won’t back down: Why perseverance is key for advisers
Financial advisers are facing some real headwinds at the moment. Over the coming year, they’re all required to sit and pass a universal examination, and then they’ll need to upgrade their […]
The carrot and stick of financial advice ethics
The biggest changes financial advisers face in the next few years don’t stem from new education standards or the industry-wide exam and are not due to the introduction of new […]
New home, new licence: Crosbie Wealth prepares for the future
On the day CoreData visits Crosbie Wealth Management in Newcastle, just more than two hours’ drive north of Sydney, the sharemarket falls almost 3 per cent, or almost 190 points, […]
Research: Independent licensees in favour as institutions take a dive
Institutionally branded Australian financial services licensees have experienced a severe downturn in adviser satisfaction in CoreData’s 2019 Licensee Research. Satisfaction with institutions has taken a beating following the Royal Commission […]
The CoreData Adviser Intelligence Dashboard
New education, professional and ethical standards are expected to have a profound effect on the number of financial advisers operating in the Australian market between now and when the last […]
Advisers in the box seat as $3.9 trillion set to change hands
Financial advisers are in prime position to cater to a booming demand for services as an unprecedented $3.9 trillion of wealth prepares to be transferred between generations – but only […]
Why bad tech will be the licensee’s Achilles heel
Giving advisers free rein over the software they use will prove to be a licensee’s Achilles heel, says Todd Kardash, chief executive officer of Matrix Planning Solutions, the 2019 CoreData […]
Accountants and financial advice: avoid or fill a void?
As more financial advisers head for the exit doors, prompted by higher education standards and an end to grandfathered conflicted remuneration, accountants are a popular choice to step into the […]
CoreData Research announces 2019 Licensees of the Year
Matrix Planning Solutions has been named the 2019 Licensee of the Year by CoreData Research. Matrix has also been named Institutionally Affiliated Licensee of the Year, while MLC Advicehas been named […]
Recent Posts
Licensee growth in a time of shrinking adviser numbers
September 28, 2021
Licensees’ attention turns to data in the quest for advice practice efficiency
September 17, 2021
ASIC’s guide to being good
September 2, 2021
CoreData 2021 Licensee of the Year Awards – winners announced
August 24, 2021
All will be revealed: CoreData’s 2021 Licensees of the Year
August 17, 2021
