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 […]
An understanding of the benefits of financial advice seems to be gaining ground, with CoreData’s latest Trust in Financial Services research finding a majority of Australians believe financial advice is […]
Financial advisers are a mightily exclusive group, and should be treasured as such. We all know the new standards that existing financial advisers must meet if they want to stay […]
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. […]
In January the Australian Securities and Investments Commission responded to questions on notice during a Parliamentary Joint Committee on Corporations and Financial Services hearing about ructions in the professional indemnity insurance […]
The Retirement Income Review released late last year testifies to the strengths of Australia’s retirement system and concludes that the Australian retirement savings model is well developed. But retirement concerns […]
The life insurance sector continues to be plagued by substantial losses on individual disability income insurance (DII), with APRA warning the scale of losses could increase further given the vulnerability […]
ASIC’s latest consultation paper, CP 332 Promoting access to affordable advice for consumers, aims to identify the challenges, barriers and impediments people face to seeking financial advice, and how to […]
Against a backdrop of the COVID-19 pandemic, economic uncertainty and the inexorable advance of regulatory reforms, we think there are five major forces that will shape financial advice in 2021, […]
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 […]
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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