Post Tagged with: "CoreData Licensee Research"

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 Advice, APAC, Global, In the news, Insights, Licensees
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 Advice, APAC, Global, Insights
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 Advice, APAC, Consumers/retail, Global, Industry