Articles by: CoreData Research

CoreData 2021 Licensee of the Year Awards – winners announced

CoreData 2021 Licensee of the Year Awards – winners announced

The CoreData 2021 Licensee of the Year Awards are based on the opinions and views of financial advisers themselves. CoreData’s Licensee Research forms the basis of the awards, and it […]

by August 24, 2021 0 comments Advice, APAC, Licensees
All will be revealed: CoreData’s 2021 Licensees of the Year

All will be revealed: CoreData’s 2021 Licensees of the Year

The past year has been characterised by greater disruption to financial advisers’ businesses, and a greater need for clear and effective leadership by licensees, than ever before. Through the turmoil […]

by August 17, 2021 0 comments Advice, APAC, Licensees
How the best firms take the mystery out of advicetech success

How the best firms take the mystery out of advicetech success

Effective use of technology drives business success for financial advisers. Businesses that invest wisely in technology – who think ahead, budget and execute to a plan – are more likely […]

Six things that are on the minds of Australia’s high-net-worth investors

Six things that are on the minds of Australia’s high-net-worth investors

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 […]

Start Making Sense Ep9: What we read on New Model Adviser in 2020

Start Making Sense Ep9: What we read on New Model Adviser in 2020

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 […]

A year to remember, or a year to forget? CoreData’s review of 2020

A year to remember, or a year to forget? CoreData’s review of 2020

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 […]

Start Making Sense – Ep 8: Super stapling – the new growth challenge

Start Making Sense – Ep 8: Super stapling – the new growth challenge

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 […]

The increasing importance of financial advice in a post-pandemic landscape

The increasing importance of financial advice in a post-pandemic landscape

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 […]

Why an evolving advice industry is challenging for investment managers too

Why an evolving advice industry is challenging for investment managers too

It’s often said good strategy is like gold: it’s precious, but rare. But when the challenges appear ubiquitous and the market strewn with look-alike competition it’s strategy (your inimitable gameplan) […]

The verdict: Most advisers just don’t ask clients if they’re satisfied

The verdict: Most advisers just don’t ask clients if they’re satisfied

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 […]