Licensees

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, Licensees
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 […]

by March 12, 2021 0 comments Advice, APAC, Industry, Insights, Licensees, Profession
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, Insights, Licensees
Image: Shutterstock, via: Erickson Stock

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. […]

by February 19, 2021 1 comment Advice, APAC, Current events, Licensees
Mapping the pain in the PI market

Mapping the pain in the PI market

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 […]

Start Making Sense Ep9: What we read on New Model Adviser in 2020

Start Making Sense Ep9: What we read on New Model Adviser in 2020

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 […]

A year to remember, or a year to forget? CoreData’s review of 2020

A year to remember, or a year to forget? CoreData’s review of 2020

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 […]

Licensees grapple with how to keep advisers feeling valued

Licensees grapple with how to keep advisers feeling valued

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 […]

by November 13, 2020 0 comments Advice, APAC, Licensees, Practice
Declining numbers only part of the story of an industry being reshaped

Declining numbers only part of the story of an industry being reshaped

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 […]

by November 5, 2020 1 comment Advice, APAC, Current events, Industry, Licensees