Other News

The carrot and stick of financial advice ethics

The carrot and stick of financial advice ethics

The biggest changes financial advisers face in the next few years don’t stem from new education standards or the industry-wide exam and are not due to the introduction of new […]

by August 27, 2019 1 comment Legislation, Profession
New home, new licence: Crosbie Wealth prepares for the future

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, […]

by August 27, 2019 0 comments Advisers, Practice, Profession
Research: Independent licensees in favour as institutions take a dive

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 […]

by August 27, 2019 0 comments Research
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 […]

by August 27, 2019 0 comments Licensees, Profession
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 […]

by August 27, 2019 0 comments Advice, Licensees, Research
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 […]

by August 23, 2019 0 comments Licensees
Accountants and financial advice: avoid or fill a void?

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 […]

by August 13, 2019 0 comments Accountants, Research
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 […]

by August 13, 2019 0 comments Industry, Licensees
It’s not me, it’s you: When advisers rethink client relationships

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 […]

by August 1, 2019 0 comments Industry, Research
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 Licensees