Articles by: CoreData Research
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 […]
Netwealth, HUB24 and Macquarie Wrap have been voted advisers’ favourite platforms, reflecting ease of use and user experience, but only one of them is also among advisers’ three most-used platforms, […]
CoreData has just completed its 2020 Licensee Research and it’s thrown up some interesting insights into how financial advisers view their licensees and the services they provide. Overall, advisers’ satisfaction […]
Last week in CoreData’s first fast-and-focused financial adviser survey, we asked New Model Adviser readers what they consider to be the greatest value-adding activity they undertake for clients. The results […]
Start Making Sense – Ep 8: Super stapling – the new growth challenge 
Improved financial literacy another happy side-effect of good advice 
Trust in financial advice returning as the darkest days recede 
Financial planning and asset management in a time of uncertainty 
Time to reassess the role of robo-advice in addressing accessibility and affordability 
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 […]
There are still a few weeks left in 2020, but it’s safe to say already that this year has been one of the most challenging in living memory. As if […]
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 […]
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