Advice

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 0 comments Advice, Advisers, Profession
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
Financial advice supports positive mental health during COVID-19 pandemic

Financial advice supports positive mental health during COVID-19 pandemic

As the community’s focus shifts from protecting our health to kick-starting our economic recovery, new research has reinforced the role of financial advisers in supporting not only the financial resilience […]

by May 28, 2020 0 comments Advice, Advisers
Misperceptions about IP cover a red flag for life industry

Misperceptions about IP cover a red flag for life industry

Nearly half of consumers who currently have income protection insurance believe they would be covered in the event of job loss, new research from CoreData has found. The research, based […]

by May 21, 2020 0 comments Advice, Risk
The allure of the market crash catches out retail investors

The allure of the market crash catches out retail investors

To the untrained eye, the collapse in global equities between late-February and mid-March may have looked like a once-in-a-lifetime opportunity – the chance to snap-up quality stocks at rock-bottom prices. […]

by May 7, 2020 0 comments Advice
Baby boomer personal finances hit hard by COVID-19

Baby boomer personal finances hit hard by COVID-19

While millennials are feeling the effects of the pandemic on their mental health and wellbeing, CoreData research shows baby boomers are being hit harder in the hip pocket by COVID-19.  […]

by May 7, 2020 0 comments Advice, Research
Down markets revive asset-fee argument

Down markets revive asset-fee argument

It’s often said that clients of financial advisers should be allowed to choose for themselves how they pay for advice. The client-choice argument is often advanced in support of asset-based […]

by May 5, 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
Australians begin to adjust to the ‘new normal’

Australians begin to adjust to the ‘new normal’

It’s been a month since the Federal government took drastic action to stop the spread of coronavirus in Australia, mandating the closure of many businesses and implementing stricter social distancing […]

by April 24, 2020 0 comments Advice
Australians taking action amid COVID-19 pandemic to secure their financial future

Australians taking action amid COVID-19 pandemic to secure their financial future

The pseudo-lockdown of Australia’s economy has changed everyday life dramatically, and while social media will emphasise the extreme behaviours, CoreData is focused on the practical actions Australians are taking to […]

by April 16, 2020 0 comments Advice, Advisers