What is the CoreData Award?
The CoreData Licensee of the Year Awards is based on CoreData’s Licensee Research which provides a thorough and in-depth study of Australian financial advisers and the relationship they have with their licensee.
The report delivers key insights into the evolving needs and demands of advisers as well as their sentiment and experience.
Key findings in 2016
- Close to 98 per cent of Fortnum advisers feel valued by their licensee
- Over 93 per cent of Fortnum advisers agree their licensee is focused on their needs
- Over 90 per cent of Fortnum advisers agree their licensee has helped them develop their business
- Fortnum remains above the industry average and the independently-owned average in all support categories