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 […]
Practice
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
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
Recent Posts
Start Making Sense – Ep 8: Super stapling – the new growth challenge
December 4, 2020
Improved financial literacy another happy side-effect of good advice
December 1, 2020
Trust in financial advice returning as the darkest days recede
November 27, 2020
Financial planning and asset management in a time of uncertainty
November 24, 2020
Time to reassess the role of robo-advice in addressing accessibility and affordability
November 20, 2020
