Licensees

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
Ten epic charts that define advice in 2019

Ten epic charts that define advice in 2019

From adviser migration to licensee satisfaction, BoJo and Trump to foxes and oxen, 2019 had highs and lows that through the highs and lows of a year in the industry […]

Tinkering with adviser standards undermines the profession

Tinkering with adviser standards undermines the profession

The financial advice education, professional and ethical standards program overseen by the Financial Adviser Standards and Ethics Authority (FASEA) not have been universally popular, but it was the best thought-out […]

by October 14, 2019 0 comments Advisers, Legislation, Licensees, Profession
An eyes-wide-open approach is best for self-licensing

An eyes-wide-open approach is best for self-licensing

Anne Graham has a clear message for any advice firm thinking of getting its own Australian financial services licence: Understand the responsibility, be willing to meet that responsibility, and be […]

by October 2, 2019 3 comments Licensees, Practice
From chaos comes opportunity – if you’re ready to grasp it

From chaos comes opportunity – if you’re ready to grasp it

Financial advisers and licensees have an unprecedented opportunity to revisit how they define and deliver value – licensees to advisers, advisers to clients – as the financial advice industry resets […]

by October 2, 2019 0 comments Advice, Licensees
Transparency, a lifetime of learning and backing your opinions: Paul Kelly on leadership

Transparency, a lifetime of learning and backing your opinions: Paul Kelly on leadership

The most important person in any organisation is not always the individual who leads it. Sometimes, the most important person is the first individual who decides they’ll follow the leader. […]

by October 1, 2019 0 comments Licensees
What advisers really think of their licensee

What advisers really think of their licensee

It doesn’t really matter where you work, or how much you love your job, sometimes it’s tempting to think about what it might be like to work somewhere else. The […]

by October 1, 2019 0 comments Advisers, Licensees, Research
Walking the walk to prove the future of advice

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. […]

by August 27, 2019 1 comment Licensees, Profession
The CoreData Adviser Intelligence Dashboard

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 […]

by August 27, 2019 0 comments Licensees, Profession
Advisers in the box seat as $3.9 trillion set to change hands

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 […]

by August 27, 2019 0 comments Advice, Licensees, Research