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 Advice, APAC, Global, Industry, Insights, Licensees
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, APAC, Global, Insights, Licensees
Start Making Sense Ep 7: The rise of licensee fees

Start Making Sense Ep 7: The rise of licensee fees

CoreData has just completed its 2020 Licensee Research and it’s thrown up some interesting insights into how financial advisers view their licensees and the services they provide. Overall, advisers’ satisfaction […]

CoreData 2020 Licensee Research: How is your licensee performing?

CoreData 2020 Licensee Research: How is your licensee performing?

In 2019 financial advisers across the country sent a clear message to their licensees: support us, help us through the changes that are buffeting our industry, our businesses and our […]

by April 30, 2020 0 comments Advice, APAC, Global, Industry, Licensees
Ten epic charts that define advice in 2019

Ten epic charts that define advice in 2019

From adviser migration to licensee satisfaction, BoJo and Trump to foxes and oxen, 2019 had highs and lows that through the highs and lows of a year in the industry […]

Tinkering with adviser standards undermines the profession

Tinkering with adviser standards undermines the profession

The financial advice education, professional and ethical standards program overseen by the Financial Adviser Standards and Ethics Authority (FASEA) not have been universally popular, but it was the best thought-out […]

An eyes-wide-open approach is best for self-licensing

An eyes-wide-open approach is best for self-licensing

Anne Graham has a clear message for any advice firm thinking of getting its own Australian financial services licence: Understand the responsibility, be willing to meet that responsibility, and be […]

by October 2, 2019 0 comments APAC, Global, Insights, Licensees, Practice
From chaos comes opportunity – if you’re ready to grasp it

From chaos comes opportunity – if you’re ready to grasp it

Financial advisers and licensees have an unprecedented opportunity to revisit how they define and deliver value – licensees to advisers, advisers to clients – as the financial advice industry resets […]

by October 2, 2019 0 comments Advice, APAC, Global, Insights, Licensees
Transparency, a lifetime of learning and backing your opinions: Paul Kelly on leadership

Transparency, a lifetime of learning and backing your opinions: Paul Kelly on leadership

The most important person in any organisation is not always the individual who leads it. Sometimes, the most important person is the first individual who decides they’ll follow the leader. […]

by October 1, 2019 0 comments APAC, Global, Insights, Licensees
What advisers really think of their licensee

What advisers really think of their licensee

It doesn’t really matter where you work, or how much you love your job, sometimes it’s tempting to think about what it might be like to work somewhere else. The […]

by October 1, 2019 0 comments Advice, APAC, Global, In the news, Insights, Licensees