New home, new licence: Crosbie Wealth prepares for the future
On the day CoreData visits Crosbie Wealth Management in Newcastle, just more than two hours’ drive north of Sydney, the sharemarket falls almost 3 per cent, or almost 190 points, […]
Other News
Research: Independent licensees in favour as institutions take a dive
Institutionally branded Australian financial services licensees have experienced a severe downturn in adviser satisfaction in CoreData’s 2019 Licensee Research. Satisfaction with institutions has taken a beating following the Royal Commission […]
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
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
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 […]
Accountants and financial advice: avoid or fill a void?
As more financial advisers head for the exit doors, prompted by higher education standards and an end to grandfathered conflicted remuneration, accountants are a popular choice to step into the […]
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 […]
It’s not me, it’s you: When advisers rethink client relationships
When the Future of Financial Advice (FoFA) laws were introduced in 2013, the officially pronounced aim was to “improve the trust and confidence of Australian retail investors in the financial services sector […]
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 […]
A note about posting comments on New Model Adviser
Readers of New Model Adviser may wish to post comments about articles, and to ensure your comment is considered for publication please read the following guidelines before posting. 1. Stick […]
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
