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 […]
Licensees
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) […]
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 […]
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 […]
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?
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. […]
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 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 […]
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. […]
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 […]
Recent Posts
Licensee growth in a time of shrinking adviser numbers
September 28, 2021
Licensees’ attention turns to data in the quest for advice practice efficiency
September 17, 2021
ASIC’s guide to being good
September 2, 2021
CoreData 2021 Licensee of the Year Awards – winners announced
August 24, 2021
All will be revealed: CoreData’s 2021 Licensees of the Year
August 17, 2021
