CoreData Licensee of the Year – New Model Adviser

Licensee growth in a time of shrinking adviser numbers

It’s common knowledge that the number of financial advisers in Australia has been in decline since the end of 2018. A combination of natural attrition and regulatory change driving out […]

by Simon Hoyle — September 28, 2021 — 0 comments — Advice, Licensees

Licensees’ attention turns to data in the quest for advice practice efficiency

GPS Wealth has a strong track record in the Licensee of the Year stakes, as a multiple winner of both its respective licensee category (previously independently owned, now Top Tier) […]

by Simon Hoyle — September 17, 2021 — 0 comments — Advice, APAC, Licensees

CoreData 2021 Licensee of the Year Awards – winners announced

The CoreData 2021 Licensee of the Year Awards are based on the opinions and views of financial advisers themselves. CoreData’s Licensee Research forms the basis of the awards, and it […]

by CoreData Research — August 24, 2021 — 0 comments — Advice, APAC, Licensees

All will be revealed: CoreData’s 2021 Licensees of the Year

The past year has been characterised by greater disruption to financial advisers’ businesses, and a greater need for clear and effective leadership by licensees, than ever before. Through the turmoil […]

by CoreData Research — August 17, 2021 — 0 comments — Advice, APAC, Licensees

CoreData’s 2021 Licensee Research is now open

You’re invited to take part in this annual industry-standard financial advice research project to share your views and opinions about the quality and performance of your licensee. The CoreData Licensee […]

by Simon Hoyle — March 12, 2021 — 0 comments — Advice, APAC, Global, Industry, Insights, Licensees, Profession

Being in the right place, honesty and transparency: the secrets of Marcus O’Sullivan’s success

In Part Two of a two-part series, New Model Adviser looks at the issue of leadership in the licensee industry. You can read Part One here. Sometimes success comes down […]

by Simon Hoyle — October 23, 2020 — 0 comments — Advice, APAC, Global, Industry, Insights, Licensees

‘Happy client, happy life’: how GPS Wealth took top honours

It’s a sobering thought to those who, like GPS Wealth managing director Grahame Evans, have been in and around the financial advice industry for a while, but many advisers in the […]

by Simon Hoyle — October 16, 2020 — 0 comments — Advice, APAC, Global, Industry, Insights, Licensees

How one licensee has been pushed to find new boundaries amid COVID-19 disruption

They say you should never let a good crisis go to waste, and the COVID-19 pandemic has handed financial advisers and licensees an opportunity to rethink how they interact with […]

by Simon Hoyle — October 6, 2020 — 0 comments — Advice, APAC, Global, Industry, Insights, Licensees

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. […]

by CoreData Research — September 18, 2020 — 0 comments — Advice, APAC, Global, Industry, Insights, Licensees

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 […]