Licensees

Walking the walk to prove the future of advice

Walking the walk to prove the future of advice

Matthew Rowe has talked the talk, and now he’s limbering up to walk the walk. At stake might be nothing less than the future of the financial advice profession itself. […]

by August 27, 2019 1 comment APAC, Global, Insights, Licensees, Profession
The CoreData Adviser Intelligence Dashboard

The CoreData Adviser Intelligence Dashboard

New education, professional and ethical standards are expected to have a profound effect on the number of financial advisers operating in the Australian market between now and when the last […]

Advisers in the box seat as $3.9 trillion set to change hands

Advisers in the box seat as $3.9 trillion set to change hands

Financial advisers are in prime position to cater to a booming demand for services as an unprecedented $3.9 trillion of wealth prepares to be transferred between generations – but only […]

Why bad tech will be the licensee’s Achilles heel

Why bad tech will be the licensee’s Achilles heel

Giving advisers free rein over the software they use will prove to be a licensee’s Achilles heel, says Todd Kardash, chief executive officer of Matrix Planning Solutions, the 2019 CoreData […]

Judge AMP not by what it says, but by what it does

Judge AMP not by what it says, but by what it does

People of a certain age may have experienced a sense of déjà vu as AMP unveiled another transformation strategy last week and vowed – once more – to focus on […]

CoreData Research announces 2019 Licensees of the Year

CoreData Research announces 2019 Licensees of the Year

Matrix Planning Solutions has been named the 2019 Licensee of the Year by CoreData Research. Matrix has also been named Institutionally Affiliated Licensee of the Year, while MLC Advicehas been named […]

by August 1, 2019 0 comments Advice, APAC, Global, Insights, Licensees