Post Tagged with: "CoreData Licensee Research"

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

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 September 17, 2021 0 comments Advice, APAC, Licensees
CoreData 2021 Licensee of the Year Awards – winners announced

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 August 24, 2021 0 comments Advice, APAC, Licensees
All will be revealed: CoreData’s 2021 Licensees of the Year

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 August 17, 2021 0 comments Advice, APAC, Licensees
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 […]

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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, APAC, Global, 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 Advice, APAC, Global, Industry, Insights, Licensees
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, APAC, Global, Insights, 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, APAC, Global, Industry, Licensees