Licensees

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, Advisers, 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, Advisers, Industry, Licensees
All eyes on IOOF as it sets out to prove the value of advice

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 […]

by October 30, 2020 1 comment Advice, Industry, Licensees, Research
Being in the right place, honesty and transparency: the secrets of Marcus O’Sullivan’s success

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 […]

by October 23, 2020 0 comments Industry, Licensees
‘Happy client, happy life’: how GPS Wealth took top honours

‘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 […]

by October 16, 2020 0 comments Advice, Advisers, Industry, Licensees
How one licensee has been pushed to find new boundaries amid COVID-19 disruption

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 […]

by October 6, 2020 0 comments Advisers, Industry, Licensees
Why an evolving advice industry is challenging for investment managers too

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) […]

by October 2, 2020 0 comments Advice, Advisers, Industry, Licensees
These are the leadership traits that will lead to success in financial advice

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 […]

by September 29, 2020 1 comment Industry, Licensees
These are the best licensees in the land – as rated by advisers

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. […]

by September 18, 2020 0 comments Advisers, Industry, Licensees, Research
Who will be the 2020 CoreData licensees of 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 […]

by September 15, 2020 0 comments Advice, Advisers, Licensees