Licensees

Licensee growth in a time of shrinking adviser numbers

Licensee growth in a time of shrinking adviser numbers

It’s common knowledge that the number of financial advisers in Australia has been in decline since the end of 2018. A combination of natural attrition and regulatory change driving out […]

by September 28, 2021 0 comments Advice, Licensees
Licensees’ attention turns to data in the quest for advice practice efficiency

Licensees’ attention turns to data in the quest for advice practice efficiency

GPS Wealth has a strong track record in the Licensee of the Year stakes, as a multiple winner of both its respective licensee category (previously independently owned, now Top Tier) […]

by September 17, 2021 0 comments Advice, APAC, Licensees
CoreData 2021 Licensee of the Year Awards – winners announced

CoreData 2021 Licensee of the Year Awards – winners announced

The CoreData 2021 Licensee of the Year Awards are based on the opinions and views of financial advisers themselves. CoreData’s Licensee Research forms the basis of the awards, and it […]

by August 24, 2021 0 comments Advice, APAC, Licensees
All will be revealed: CoreData’s 2021 Licensees of the Year

All will be revealed: CoreData’s 2021 Licensees of the Year

The past year has been characterised by greater disruption to financial advisers’ businesses, and a greater need for clear and effective leadership by licensees, than ever before. Through the turmoil […]

by August 17, 2021 0 comments Advice, APAC, 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, Global, 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 […]

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, Global, 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, Global, 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 […]