Post Tagged with: "CoreData Licensee Research"

The value of a licensee: Have your say

The value of a licensee: Have your say

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 […]

by March 23, 2021 0 comments Advice, Advisers, Industry, Licensees, Research
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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 […]

Licensees grapple with how to keep advisers feeling valued

Licensees grapple with how to keep advisers feeling valued

There are still a few weeks left in 2020, but it’s safe to say already that this year has been one of the most challenging in living memory. As if […]

by November 13, 2020 0 comments Advice, Advisers, Licensees, Practice
These are the best licensees in the land – as rated by advisers

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 September 18, 2020 0 comments Advisers, Industry, Licensees, Research
Who will be the 2020 CoreData licensees of the year?

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 […]

by September 15, 2020 0 comments Advice, Advisers, Licensees
Start Making Sense Ep 7: The rise of licensee fees

Start Making Sense Ep 7: The rise of licensee fees

CoreData has just completed its 2020 Licensee Research and it’s thrown up some interesting insights into how financial advisers view their licensees and the services they provide. Overall, advisers’ satisfaction […]

CoreData 2020 Licensee Research: How is your licensee performing?

CoreData 2020 Licensee Research: How is your licensee performing?

In 2019 financial advisers across the country sent a clear message to their licensees: support us, help us through the changes that are buffeting our industry, our businesses and our […]

by April 30, 2020 0 comments Advice, Industry, Licensees
What advisers really think of their licensee

What advisers really think of their licensee

It doesn’t really matter where you work, or how much you love your job, sometimes it’s tempting to think about what it might be like to work somewhere else. The […]

by October 1, 2019 0 comments Advisers, Licensees, Research
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
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