licensee leadership award – New Model Adviser

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

These are the leadership traits that will lead to success in financial advice

In the first of a two-part series New Model Adviser looks at the issue of leadership in the licensee industry. You can read Part Two here. Nothing stays the same […]

by Simon Hoyle — September 29, 2020 — 1 comment — 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 […]