Almost one third of financial advisers are considering switching licensee within the next five years, with one quarter of those with itchy feet leaning towards setting up their own AFSL.
CoreData’s annual Licensee study has revealed that while the prospect of adviser churn is low in the short …
If you are a financial planner and you are reading this, we’ve got some interesting news for you: No one gives a flying frog’s fat behind who your licensee is. They don’t really know what a licensee does and they don’t much care.
At CoreData we survey thousands …
Has Goldman Sachs experienced its Icarus moment of flying too close to the sun? The investment bank appeared, to the envy of its rivals, to have flourished amid the chaos of the global financial crisis, but has it been a bit too clever?
That could be one way …
The pop-culture status of the so-called banking crisis has seen an unlikely group using the debacle as a reference point in a new marketing campaign.
The London Sperm Bank, which opened in March following the merger (no pun intended) of two similar institutions, has launched with a clever …
Are elections about policies or personalities? This week the two main political parties in the UK will be desperately trying to make policy matters, not personality, the main issue.
In particular, the Conservatives and Labour are taking aim at what they claim are the ‘eccentric’ policies of the …
The reverence that Tony Blair once commanded in the UK has long been displaced by ridicule and derision when it comes to his replacement, Gordon Brown.
Combine the illustrative power of the internet and the abilities of individuals with a little too much time on their hands, and …
