Other News

Delivering an exceptional advice experience in a COVID-19 world

Delivering an exceptional advice experience in a COVID-19 world

Our world during the COVID-19 pandemic is full of uncertainty, the situation rapidly changing and developing. We saw early signs of recovery in Australia as restrictions began easing in July; […]

by July 27, 2020 0 comments Advice, Advisers, Technology
Pandemic reveals the essential work of financial advisers

Pandemic reveals the essential work of financial advisers

We’ve heard a lot during the global pandemic about our frontline health workers, and the essential role they’ve played in keeping us safe. Our health has been the primary focus […]

by July 27, 2020 0 comments Advice, Advisers, Industry
Why home ownership is the fourth pillar of retirement income policy

Why home ownership is the fourth pillar of retirement income policy

There are three pillars to Australia’s retirement income policy: the age pension, compulsory super, and voluntary retirement savings.   The current review is also considering home ownership as an important part […]

Financial advice and the death of trust

Financial advice and the death of trust

Here’s the problem with creating trust benchmarks for financial planning: It’s tricky. It’s tricky because trust is a complex psychological construct; it’s tricky because trust is uniquely personal; and it’s […]

by July 13, 2020 0 comments Advice, Advisers, Research
Why improving financial literacy could open the door to advice

Why improving financial literacy could open the door to advice

CoreData’s research over the past two decades has consistently found that at any point in time, only around one in four Australians are receiving financial advice.  This is a relatively […]

by June 30, 2020 0 comments Advice, Advisers
Hearing other voices: why guilt by association could prompt a client to exit

Hearing other voices: why guilt by association could prompt a client to exit

Most financial advisers know well by now that two of the most important ways of attracting new clients and retaining the clients they have is to generate referrals and to […]

by June 25, 2020 0 comments Advisers, Industry, Research
Start Making Sense Episode 4: Why super fund fees and returns don’t drive member outcomes

Start Making Sense Episode 4: Why super fund fees and returns don’t drive member outcomes

Fees and returns are important drivers of a member’s super balance. They’re also easy to measure and for members to understand. That’s why super funds have focused on delivering competitive […]

When the Law of Unintended Consequences meets income protection insurance

When the Law of Unintended Consequences meets income protection insurance

It’s hard to argue against the need to reform a sector that is losing hundreds of millions of dollars each year, when there is a real risk that without reform […]

by June 11, 2020 2 comments Risk
Consumers hold the key – but which door will they open?

Consumers hold the key – but which door will they open?

Consumer sentiment and behaviour will play a critical role in any economic recovery from the COVID-19 pandemic. Federal and State government policy settings must walk a fine line between managing […]

by June 9, 2020 0 comments Research
Financial advice stands one step from the summit

Financial advice stands one step from the summit

At an altitude of almost 8800 metres, and just 50 metres below the summit of Mt Everest, there was a small but technically challenging section which came to be known […]

by June 4, 2020 2 comments Advice, Advisers, Profession