We call it the “advice diaspora”. It’s the observed phenomenon of financial advisers driven from institutionally owned licensees by market, regulatory and other forces, and finding homes with smaller licensees. […]
When deciding who to engage with to manage their financial affairs, consumers have a dizzying array of options to choose from. Advisers possess varying degrees of education and professional credentials, […]
A deep understanding of clients should be a strength of any advice practice. Understanding clients means not only being intimately familiar with their goals, objectives and advice needs, it also […]
Speak to most licensees today and they’ll explain how their growth strategy for the coming 12 months includes (if it’s not entirely dependent on) recruiting new advisers and advice practices. […]
In January the Australian Securities and Investments Commission responded to questions on notice during a Parliamentary Joint Committee on Corporations and Financial Services hearing about ructions in the professional indemnity insurance […]
Against a backdrop of the COVID-19 pandemic, economic uncertainty and the inexorable advance of regulatory reforms, we think there are five major forces that will shape financial advice in 2021, […]
How the best firms take the mystery out of advicetech success 
The wide and varying experience of advisers sitting the industry exam 
It’s time to be bold and tell the success stories of financial advice 
Continued losses in life insurance putting consumer value at risk 
The value of a licensee: Have your say 
Every quarter for the past 18 years, CoreData has collected information on Australia’s high-net-worth investors and their intentions and mapped them against the investment intentions of our mass affluent. For […]
There’s probably never been a more important time for financial advisers to truly believe that their chosen licensee is a genuine partner to them in running their business and servicing […]
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