Articles by: CoreData Research

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 […]

New look, interactivity for CoreData COVID-19 Pulse Check Dashboard

New look, interactivity for CoreData COVID-19 Pulse Check Dashboard

The CoreData COVID-19 Dashboard has been redesigned to offer a suite of new interactive features. Search how the pandemic is affecting sentiment, intentions, behaviour and concerns, by gender, generation, state […]

by May 30, 2020 0 comments Advice, Advisers
CoreData 2020 Licensee Research: How is your licensee performing?

CoreData 2020 Licensee Research: How is your licensee performing?

In 2019 financial advisers across the country sent a clear message to their licensees: support us, help us through the changes that are buffeting our industry, our businesses and our […]

by April 30, 2020 0 comments Advice, Industry, Licensees
Why advisers are on the frontline in tackling community concerns about COVID-19

Why advisers are on the frontline in tackling community concerns about COVID-19

Clients walking into financial advisers’ offices – or, more likely, logging into video-conference meetings – will be bringing with them more than their regular questions about their finances, goals and […]

by April 3, 2020 1 comment Advice, Advisers
2019: The year in review, as seen by CoreData

2019: The year in review, as seen by CoreData

The past 12 months have been nothing short of extraordinary as the first wave of changes driven by the Royal Commission rolled through the industry and as personal and company reputations […]

by December 18, 2019 0 comments Industry, Research
A clear winner in the Super Wars

A clear winner in the Super Wars

At CoreData we’re constantly analysing the super industry in new and interesting ways. Our animated forward projection out to 2030 shows there is likely to be a clear winner in […]

by November 26, 2019 0 comments Superannuation
Analysis reveals when industry funds will overtake SMSFs

Analysis reveals when industry funds will overtake SMSFs

Sometime probably during the third quarter of 2020, a shift will take place in the balance of power in what will by then be the $2.9 trillion superannuation system. Industry […]

by October 28, 2019 0 comments Industry, Research, Superannuation
First look at CoreData’s Super Insights Market Intelligence Dashboard

First look at CoreData’s Super Insights Market Intelligence Dashboard

At CoreData we are endlessly fascinated by the financial services industry, so we’re constantly analyzing it in new and interesting ways. CoreData’s new interactive Market Intelligence Dashboard is a free […]

by September 26, 2019 0 comments Research
Introducing New Model Adviser – powered by CoreData

Introducing New Model Adviser – powered by CoreData

Welcome to New Model Adviser – a new website powered by CoreData Research and showcasing the research and insights produced by CoreData on myriad aspects of financial advice – the […]

by August 27, 2019 0 comments Industry
Research: Independent licensees in favour as institutions take a dive

Research: Independent licensees in favour as institutions take a dive

Institutionally branded Australian financial services licensees have experienced a severe downturn in adviser satisfaction in CoreData’s 2019 Licensee Research. Satisfaction with institutions has taken a beating following the Royal Commission […]

by August 27, 2019 0 comments Research