Practice

Licensees grapple with how to keep advisers feeling valued

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 […]

by November 13, 2020 0 comments Advice, Advisers, Licensees, Practice
The increasing importance of financial advice in a post-pandemic landscape

The increasing importance of financial advice in a post-pandemic landscape

CoreData Research has published a new white paper, The Post-Pandemic Advice Landscape, analysing the seismic impact of the COVID-19 pandemic on the Australian financial advice industry. The pandemic has changed […]

The verdict: Most advisers just don’t ask clients if they’re satisfied

The verdict: Most advisers just don’t ask clients if they’re satisfied

Only around one-third of financial advice firms conduct formal and regular client satisfaction surveys to improve their services and offering to clients. CoreData’s latest fast and focused research, conducted between […]

by October 1, 2020 0 comments Advisers, Practice
The verdict: Drivers of advice business growth in the year ahead

The verdict: Drivers of advice business growth in the year ahead

Most financial planning practices expecting to grow in the year ahead believe growth in new clients and more business from the clients they already have will drive business expansion, as […]

by September 25, 2020 0 comments Advice, Advisers, Practice, Research
The verdict: What’s your greatest value-add?

The verdict: What’s your greatest value-add?

Last week in CoreData’s first fast-and-focused financial adviser survey, we asked New Model Adviser readers what they consider to be the greatest value-adding activity they undertake for clients. The results […]

by September 3, 2020 0 comments Advice, Advisers, Practice
Four basic principles will make tech adoption simpler and less risky

Four basic principles will make tech adoption simpler and less risky

We all know financial planners need to innovate. The old ways of working simply don’t apply any more. That’s because the economics of advice delivery have changed completely. Advisers have […]

by August 27, 2020 0 comments Advisers, Practice, Technology
Is working from home really working?

Is working from home really working?

The COVID-19 pandemic has thrown financial advice practices’ traditional working habits a curveball, as we see a significant uptick in remote working for employees – and the same is happening […]

by August 19, 2020 1 comment Advisers, Practice, Research
Can deconstructing advice improve the client experience?

Can deconstructing advice improve the client experience?

A wall running the length of the Kearney Group boardroom in the Melbourne suburb of Abbotsford is adorned with a deconstruction of the financial advice process, its multiple steps and […]

by November 12, 2019 0 comments Advice, Practice
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 Licensees, Practice
The benchmarks of successful advice practices

The benchmarks of successful advice practices

As financial advice firms face up to the challenges of the next five or six years, attention is increasingly turning to which of them are adequately resourced to adapt effectively […]

by September 27, 2019 0 comments Industry, Practice