These are the leadership traits that will lead to success in financial advice
In the first of a two-part series New Model Adviser looks at the issue of leadership in the licensee industry. You can read Part Two here. Nothing stays the same […]
Other News
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 […]
Why insurers face a perfect storm as Australians’ ‘surge capacity’ is tested
It started as a health crisis and quickly became an economic crisis. Now, six months on from the initial COVID-19 lockdown in Australia, we are arguably experiencing one of the […]
SMSF wind-ups hit five-year low as interest rebounds
Since emerging in 1999, the SMSF sector in Australia has continued to grow. According to the ATO, as at March 31, 2020, there were nearly 600,000 individual SMSFs and more […]
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. […]
The verdict: research providers and investment solutions
Morningstar and Lonsec are the external research providers used by most financial planners, and most planners offer managed funds as their core investment solution for clients, according to CoreData’s latest […]
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 […]
Platforms: how many, the most-used and advisers’ favourites
Netwealth, HUB24 and Macquarie Wrap have been voted advisers’ favourite platforms, reflecting ease of use and user experience, but only one of them is also among advisers’ three most-used platforms, […]
An alternatives universe beckons for advisers willing to explore
Since the 1970s when big names like Sequoia, Bridgewater and KKR were founded, alternative asset classes have been in the playbooks of institutional investors such as pension funds, endowments, and […]
Is this the sweet spot for advisers and the FASEA exam?
Advisers in relatively large advice practices and advisers with between five and 10 years of experience appear to be finding the cost and time impost of sitting the FASEA exam […]
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
