Licensees fishing in a dwindling pond of advisers
Speak to most licensees today and they’ll explain how their growth strategy for the coming 12 months includes (if it’s not entirely dependent on) recruiting new advisers and advice practices. […]
Speak to most licensees today and they’ll explain how their growth strategy for the coming 12 months includes (if it’s not entirely dependent on) recruiting new advisers and advice practices. […]
In January the Australian Securities and Investments Commission responded to questions on notice during a Parliamentary Joint Committee on Corporations and Financial Services hearing about ructions in the professional indemnity insurance […]
In August 2019, CoreData started a new website, New Model Adviser, to showcase our research and insights on financial advice: the profession, advisers, advice practices, licensees, legislation and more. During the […]
In 2020 we all had to adapt quickly to a suddenly changed world, and to find new and innovative ways to of doing business and interacting with clients. It was […]
There are still a few weeks left in 2020, but it’s safe to say already that this year has been one of the most challenging in living memory. As if […]
The decline of adviser numbers over the past couple of years or so has been well documented, but it is only part of the story of what’s been taking place […]
All eyes will be on IOOF over the next year or two as it digests the acquisition of MLC and beds it down alongside other recent acquisitions, including the former […]
In Part Two of a two-part series, New Model Adviser looks at the issue of leadership in the licensee industry. You can read Part One here. Sometimes success comes down […]
It’s a sobering thought to those who, like GPS Wealth managing director Grahame Evans, have been in and around the financial advice industry for a while, but many advisers in the […]
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 […]