Articles by: CoreData Research
Every quarter for the past 18 years, CoreData has collected information on Australia’s high-net-worth investors and their intentions and mapped them against the investment intentions of our mass affluent. For […]
In August 2019, CoreData started a new website, New Model Adviser, to showcase our research and insights on financial advice: the profession, advisers, advice practices, licensees, legislation and more. During the […]
In 2020 we all had to adapt quickly to a suddenly changed world, and to find new and innovative ways to of doing business and interacting with clients. It was […]
Under the government’s super stapling reforms, we will see members take their super funds with them to new jobs instead of having new accounts created for them automatically. That’s undeniably […]
CoreData Research has published a new white paper, The Post-Pandemic Advice Landscape, analysing the seismic impact of the COVID-19 pandemic on the Australian financial advice industry. The pandemic has changed […]
Only around one-third of financial advice firms conduct formal and regular client satisfaction surveys to improve their services and offering to clients. CoreData’s latest fast and focused research, conducted between […]
Most financial planning practices expecting to grow in the year ahead believe growth in new clients and more business from the clients they already have will drive business expansion, as […]
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. […]
Morningstar and Lonsec are the external research providers used by most financial planners, and most planners offer managed funds as their core investment solution for clients, according to CoreData’s latest […]
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 […]
Ask the right questions the right way to get the best answers 
Why Australians think financial advice is becoming more useful 
Protecting true financial advisers a central part of the new regime 
Licensees fishing in a dwindling pond of advisers 
Mapping the pain in the PI market 
Every quarter for the past 18 years, CoreData has collected information on Australia’s high-net-worth investors and their intentions and mapped them against the investment intentions of our mass affluent. For […]
Speak to most licensees today and they’ll explain how their growth strategy for the coming 12 months includes (if it’s not entirely dependent on) recruiting new advisers and advice practices. […]
CoreData research has shown that only around one-third of financial advice firms conduct formal and regular surveys to keep in touch with clients and what they’re thinking. In other words, two-thirds of […]
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