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. […]
Licensees
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
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
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
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 […]
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 […]
Recent Posts
Why should advisers segment their client base?
March 5, 2021
Ask the right questions the right way to get the best answers
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Why Australians think financial advice is becoming more useful
February 26, 2021
Protecting true financial advisers a central part of the new regime
February 23, 2021
Licensees fishing in a dwindling pond of advisers
February 19, 2021
