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 […]
Licensees
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 […]
All eyes on IOOF as it sets out to prove the value of advice
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 […]
Being in the right place, honesty and transparency: the secrets of Marcus O’Sullivan’s success
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 […]
‘Happy client, happy life’: how GPS Wealth took top honours
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 […]
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 […]
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) […]
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 […]
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. […]
Who will be the 2020 CoreData licensees of the year?
On Friday this week CoreData Research will name the winners of the 2020 Licensee of the Year Awards. Today we announce the finalists in key award categories. These annual awards […]
Recent Posts
Start Making Sense – Ep 8: Super stapling – the new growth challenge
December 4, 2020
Improved financial literacy another happy side-effect of good advice
December 1, 2020
Trust in financial advice returning as the darkest days recede
November 27, 2020
Financial planning and asset management in a time of uncertainty
November 24, 2020
Time to reassess the role of robo-advice in addressing accessibility and affordability
November 20, 2020
