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Showing 9 posts
Licensees' attention turns to data in the quest for advice practice efficiency
CoreData 2021 Licensee of the Year Awards - winners announced
All will be revealed: CoreData's 2021 Licensees of the Year
The value of a licensee: Have your say
Licensees grapple with how to keep advisers feeling valued
These are the best licensees in the land - as rated by advisers
Who will be the 2020 CoreData licensees of the year?
Start Making Sense Ep 7: The rise of licensee fees
It’s not me, it’s you: When advisers rethink client relationships